SVWA
ET icon

Sound View Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Sound View Wealth Advisors’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
Q1 		$220K Buy
14,328
+1,346
+10% +$20K 0.07% 229
2018
Q4 		$171K Buy
+12,982
New +$197K 0.06% 225

Other funds holding ET

Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sound View Wealth Advisors's ET Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Energy Transfer Partners (ET) stake by 10% in Q1 2019, buying an estimated $20K and bringing the position to 14,328 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #229.

Sound View Wealth Advisors first reported a position in ET in Q4 2018 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold ET as of Q1 2019.

  • Sound View Wealth Advisors held 14,328 shares of Energy Transfer Partners worth $220K as of Q1 2019.
  • Sound View Wealth Advisors bought 1,346 Energy Transfer Partners shares in Q1 2019, an estimated $20K.
  • Energy Transfer Partners made up 0.07% of Sound View Wealth Advisors's portfolio in Q1 2019, its #229 holding.
  • Sound View Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 2 quarters since.
  • 737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.