Security National Trust’s Energy Transfer Partners ET Stock Holding History

Security National Trust’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	-12,000	Closed	-$154K	–	473
2019 Q4	$154K	Hold	12,000	–	–	0.04%	179
2019 Q3	$157K	Hold	12,000	–	–	0.05%	172
2019 Q2	$169K	Hold	12,000	–	–	0.05%	169
2019 Q1	$184K	Hold	12,000	–	–	0.06%	158
2018 Q4	$159K	Hold	12,000	–	–	0.06%	162
2018 Q3	$209K	Hold	12,000	–	–	0.07%	155
2018 Q2	$207K	Hold	12,000	–	–	0.07%	152
2018 Q1	$171K	Hold	12,000	–	–	0.06%	172
2017 Q4	$207K	Hold	12,000	–	–	0.07%	159
2017 Q3	$208K	Hold	12,000	–	–	0.07%	166
2017 Q2	$215K	Hold	12,000	–	–	0.07%	165
2017 Q1	$237K	Hold	12,000	–	–	0.08%	159
2016 Q4	$232K	Hold	12,000	–	–	0.08%	158
2016 Q3	$201K	Hold	12,000	–	–	0.07%	166
2016 Q2	$172K	Hold	12,000	–	–	0.06%	175
2016 Q1	$86K	Hold	12,000	–	–	0.03%	229
2015 Q4	$165K	Hold	12,000	–	–	0.06%	181
2015 Q3	$250K	Hold	12,000	–	–	0.1%	156
2015 Q2	$385K	Hold	12,000	–	–	0.14%	127
2015 Q1	$380K	Hold	12,000	–	–	0.14%	133
2014 Q4	$344K	Hold	12,000	–	–	0.13%	134
2014 Q3	$370K	Hold	12,000	–	–	0.15%	122
2014 Q2	$354K	Hold	12,000	–	–	0.14%	127
2014 Q1	$281K	Hold	12,000	–	–	0.11%	148
2013 Q4	$245K	Hold	12,000	–	–	0.1%	153
2013 Q3	$197K	Hold	12,000	–	–	0.09%	162
2013 Q2	$179K	Buy	+12,000	New	+$175K	0.09%	159

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

Security National Trust's ET Position: Q1 2020 in Review

Security National Trust sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 12,000 shares — an estimated $154K sold.

Security National Trust first reported a position in ET in Q2 2013 and held it in 27 quarters. The position peaked at $385K in Q2 2015. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Security National Trust reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Security National Trust sold 12,000 Energy Transfer Partners shares in Q1 2020, an estimated $154K.
Security National Trust first reported a position in Energy Transfer Partners in Q2 2013 and held it in 27 quarters.
Security National Trust's Energy Transfer Partners position peaked at $385K in Q2 2015.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Security National Trust's 13F filing for Q1 2020, filed 11 May 2020.