Strategic Wealth Management’s Energy Transfer Partners ET Stock Holding History

Strategic 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
2021 Q1	–	Sell	-416,881	Closed	-$2.58M	–	72
2020 Q4	$2.58M	Sell	416,881 -1,165	-0.3%	-$7.05K	1.58%	28
2020 Q3	$2.27M	Buy	418,046 +11,505	+3%	+$73K	1.69%	24
2020 Q2	$2.9M	Buy	+406,541	New	+$3.01M	2.68%	13

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 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

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

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

TCA

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

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

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

CCM

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

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

Strategic Wealth Management's ET Position: Q1 2021 in Review

Strategic Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2021, closing a stake of 416,881 shares — an estimated $2.58M sold.

Strategic Wealth Management first reported a position in ET in Q2 2020 and held it in 3 quarters. The position peaked at $2.9M in Q2 2020. 734 funds tracked by Wall St. Rank hold ET as of Q1 2021.

Strategic Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2021 after selling out during the quarter.
Strategic Wealth Management sold 416,881 Energy Transfer Partners shares in Q1 2021, an estimated $2.58M.
Strategic Wealth Management first reported a position in Energy Transfer Partners in Q2 2020 and held it in 3 quarters.
Strategic Wealth Management's Energy Transfer Partners position peaked at $2.9M in Q2 2020.
734 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2021.

Based on Strategic Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.