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River Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

River Wealth Advisors’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
2019
Q1 		– Sell
-3,554
Closed -$47K – 244
2018
Q4 		$47K Buy
+3,554
New +$54K 0.02% 250
2018
Q3 		– Hold
0
– – – 466
2018
Q2 		– Hold
0
– – – 459

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

River Wealth Advisors's ET Position: Q1 2019 in Review

River Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2019, closing a stake of 3,554 shares — an estimated $47K sold.

River Wealth Advisors first reported a position in ET in Q4 2018 and held it in 1 quarter. The position peaked at $47K in Q4 2018. 737 funds tracked by Wall St. Rank hold ET as of Q1 2019.

  • River Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 3,554 Energy Transfer Partners shares in Q1 2019, an estimated $47K.
  • River Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2018 and held it in 1 quarter.
  • River Wealth Advisors's Energy Transfer Partners position peaked at $47K in Q4 2018.
  • 737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.