RPg Family Wealth Advisory’s Energy Transfer Partners ET Stock Holding History

RPg Family Wealth Advisory’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 Q4	–	Sell	-2,913	Closed	-$38.1K	–	280
2019 Q3	$38.1K	Sell	2,913 -900	-24%	-$12.5K	0.02%	177
2019 Q2	$53.7K	Sell	3,813 -1,971	-34%	-$29.2K	0.03%	159
2019 Q1	$88.9K	Hold	5,784	–	–	0.05%	127
2018 Q4	$76.4K	Buy	5,784 +3,584	+163%	+$54.4K	0.07%	83
2018 Q3	$38.3K	Hold	2,200	–	–	0.03%	127
2018 Q2	$38K	Buy	+2,200	New	+$36.1K	0.03%	125
2016 Q1	–	Sell	-5,400	Closed	-$74.2K	–	266
2015 Q4	$74.2K	Buy	+5,400	New	+$101K	0.07%	74

Other funds holding ET

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

RPg Family Wealth Advisory's ET Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of Energy Transfer Partners (ET) in Q4 2019, closing a stake of 2,913 shares — an estimated $38.1K sold.

RPg Family Wealth Advisory first reported a position in ET in Q4 2015 and held it in 7 quarters. The position peaked at $88.9K in Q1 2019. 796 funds tracked by Wall St. Rank hold ET as of Q4 2019.

RPg Family Wealth Advisory reported no remaining Energy Transfer Partners position as of Q4 2019 after selling out during the quarter.
RPg Family Wealth Advisory sold 2,913 Energy Transfer Partners shares in Q4 2019, an estimated $38.1K.
RPg Family Wealth Advisory first reported a position in Energy Transfer Partners in Q4 2015 and held it in 7 quarters.
RPg Family Wealth Advisory's Energy Transfer Partners position peaked at $88.9K in Q1 2019.
796 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.