Regal Wealth Group’s Energy Transfer Partners ET Stock Holding History

Regal Wealth Group’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-214	Closed	-$1K	–	217
2020 Q3	$1K	Buy	214 +9	+4%	+$57	﹤0.01%	196
2020 Q2	$1K	Buy	205 +8	+4%	+$59	﹤0.01%	193
2020 Q1	$1K	Buy	197 +5	+3%	+$53	﹤0.01%	169
2019 Q4	$2K	Buy	192 +5	+3%	+$62	﹤0.01%	183
2019 Q3	$2K	Buy	187 +4	+2%	+$56	﹤0.01%	162
2019 Q2	$3K	Buy	183 +4	+2%	+$59	﹤0.01%	150
2019 Q1	$3K	Buy	179 +3	+2%	+$45	﹤0.01%	144
2018 Q4	$2K	Buy	+176	New	+$2.67K	﹤0.01%	146

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regal Wealth Group's ET Position: Q4 2020 in Review

Regal Wealth Group sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 214 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in ET in Q4 2018 and held it in 8 quarters. The position peaked at $3K in Q2 2019. 755 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Regal Wealth Group reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
Regal Wealth Group sold 214 Energy Transfer Partners shares in Q4 2020, an estimated $1K.
Regal Wealth Group first reported a position in Energy Transfer Partners in Q4 2018 and held it in 8 quarters.
Regal Wealth Group's Energy Transfer Partners position peaked at $3K in Q2 2019.
755 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Regal Wealth Group's 13F filing for Q4 2020, filed 22 Jan 2021.