San Francisco Sentry Investment Group’s Energy Transfer Partners ET Stock Holding History

San Francisco Sentry Investment 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
2018 Q4	–	Sell	-1,000	Closed	-$17K	–	1004
2018 Q3	$17K	Hold	1,000	–	–	0.01%	527
2018 Q2	$17K	Hold	1,000	–	–	0.01%	518
2018 Q1	$14K	Hold	1,000	–	–	﹤0.01%	640
2017 Q4	$17K	Hold	1,000	–	–	0.01%	598
2017 Q3	$17K	Buy	+1,000	New	+$17.5K	0.01%	577

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 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 $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

San Francisco Sentry Investment Group's ET Position: Q4 2018 in Review

San Francisco Sentry Investment Group sold out of Energy Transfer Partners (ET) in Q4 2018, closing a stake of 1,000 shares — an estimated $17K sold.

San Francisco Sentry Investment Group first reported a position in ET in Q3 2017 and held it in 5 quarters. The position peaked at $17K in Q3 2018. 729 funds tracked by Wall St. Rank hold ET as of Q4 2018.

San Francisco Sentry Investment Group reported no remaining Energy Transfer Partners position as of Q4 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 1,000 Energy Transfer Partners shares in Q4 2018, an estimated $17K.
San Francisco Sentry Investment Group first reported a position in Energy Transfer Partners in Q3 2017 and held it in 5 quarters.
San Francisco Sentry Investment Group's Energy Transfer Partners position peaked at $17K in Q3 2018.
729 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2018, filed 30 Jan 2019.