Sargent Bickham Lagudis’s Energy Transfer Partners ET Stock Holding History

Sargent Bickham Lagudis’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 Q1	–	Sell	-87	Closed	-$1K	–	814
2019 Q4	$1K	Buy	+87	New	+$1.07K	﹤0.01%	815
2018 Q2	–	Sell	-3,000	Closed	-$43K	–	761
2018 Q1	$43K	Hold	3,000	–	–	0.01%	380
2017 Q4	$52K	Buy	+3,000	New	+$51.1K	0.01%	366

Other funds holding ET

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

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

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

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

Sargent Bickham Lagudis's ET Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 87 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in ET in Q4 2017 and held it in 3 quarters. The position peaked at $52K in Q4 2017. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Sargent Bickham Lagudis reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 87 Energy Transfer Partners shares in Q1 2020, an estimated $1K.
Sargent Bickham Lagudis first reported a position in Energy Transfer Partners in Q4 2017 and held it in 3 quarters.
Sargent Bickham Lagudis's Energy Transfer Partners position peaked at $52K in Q4 2017.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.