Sheets Smith Wealth Management’s Energy Transfer Partners ET Stock Holding History

Sheets Smith Wealth Management’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	-10,298	Closed	-$132K	–	287
2019 Q4	$132K	Sell	10,298 -10,027	-49%	-$124K	0.03%	311
2019 Q3	$266K	Sell	20,325 -4,787	-19%	-$66.7K	0.05%	263
2019 Q2	$354K	Buy	25,112 +55	+0.2%	+$814	0.07%	249
2019 Q1	$385K	Buy	25,057 +51	+0.2%	+$758	0.08%	236
2018 Q4	$330K	Buy	+25,006	New	+$380K	0.09%	214
2014 Q4	–	Sell	-11,218	Closed	-$346K	–	253
2014 Q3	$346K	Hold	11,218	–	–	0.09%	184
2014 Q2	$331K	Buy	11,218 +296	+3%	+$7.49K	0.09%	194
2014 Q1	$255K	Buy	+10,922	New	+$236K	0.07%	206

Other funds holding ET

HFA

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

Blackstone Inc New York $39B AUM 18.55% 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

Tortoise Capital Advisors Overland Park, Kansas $9.8B 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

Sheets Smith Wealth Management's ET Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2020, closing a stake of 10,298 shares — an estimated $132K sold.

Sheets Smith Wealth Management first reported a position in ET in Q1 2014 and held it in 8 quarters. The position peaked at $385K in Q1 2019. 770 funds tracked by Wall St. Rank hold ET as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,298 Energy Transfer Partners shares in Q1 2020, an estimated $132K.
Sheets Smith Wealth Management first reported a position in Energy Transfer Partners in Q1 2014 and held it in 8 quarters.
Sheets Smith Wealth Management's Energy Transfer Partners position peaked at $385K in Q1 2019.
770 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.