Squar Milner Financial Services’s Energy Transfer Partners ET Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-43,434	Closed	-$309K	–	58
2020 Q2	$309K	Buy	43,434 +32,674	+304%	+$242K	0.18%	147
2020 Q1	$49K	Sell	10,760 -8,152	-43%	-$86.9K	0.03%	358
2019 Q4	$242K	Sell	18,912 -30,922	-62%	-$381K	0.12%	171
2019 Q3	$270K	Buy	49,834 +25,278	+103%	+$352K	0.14%	169
2019 Q2	$346K	Hold	24,556	–	–	0.23%	100
2019 Q1	$377K	Buy	24,556 +230	+0.9%	+$3.42K	0.28%	81
2018 Q4	$321K	Buy	24,326 +3,566	+17%	+$54.2K	0.31%	82
2018 Q3	$362K	Hold	20,760	–	–	0.33%	77
2018 Q2	$358K	Sell	20,760 -70	-0.3%	-$1.15K	0.32%	82
2018 Q1	$296K	Buy	20,830 +780	+4%	+$13K	0.37%	96
2017 Q4	$371K	Buy	+20,050	New	+$342K	0.45%	78

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squar Milner Financial Services's ET Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 43,434 shares — an estimated $309K sold.

Squar Milner Financial Services first reported a position in ET in Q4 2017 and held it in 11 quarters. The position peaked at $377K in Q1 2019. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

Squar Milner Financial Services reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 43,434 Energy Transfer Partners shares in Q3 2020, an estimated $309K.
Squar Milner Financial Services first reported a position in Energy Transfer Partners in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Energy Transfer Partners position peaked at $377K in Q1 2019.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.