SevenBridge Financial Group’s Energy Transfer Partners ET Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-128	Closed	-$2K	–	270
2019 Q2	$2K	Hold	128	–	–	﹤0.01%	582
2019 Q1	$2K	Hold	128	–	–	﹤0.01%	552
2018 Q4	$2K	Buy	+128	New	+$1.94K	﹤0.01%	514

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KACA

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

SevenBridge Financial Group's ET Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Energy Transfer Partners (ET) in Q3 2019, closing a stake of 128 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in ET in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 738 funds tracked by Wall St. Rank hold ET as of Q3 2019.

SevenBridge Financial Group reported no remaining Energy Transfer Partners position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 128 Energy Transfer Partners shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in Energy Transfer Partners in Q4 2018 and held it in 3 quarters.
SevenBridge Financial Group's Energy Transfer Partners position peaked at $2K in Q2 2019.
738 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.