Taylor Hoffman Wealth Management’s Energy Transfer Partners ET Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-6,976	Closed	-$50K	–	194
2020 Q2	$50K	Buy	+6,976	New	+$51.7K	0.03%	194
2020 Q1	–	Sell	-6,976	Closed	-$90K	–	197
2019 Q4	$90K	Hold	6,976	–	–	0.06%	170
2019 Q3	$91K	Buy	6,976 +3,392	+95%	+$47.3K	0.06%	159
2019 Q2	$50K	Hold	3,584	–	–	0.04%	191
2019 Q1	$55K	Hold	3,584	–	–	0.04%	186
2018 Q4	$47K	Buy	+3,584	New	+$54.4K	0.04%	182

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CCM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Taylor Hoffman Wealth Management's ET Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 6,976 shares — an estimated $50K sold.

Taylor Hoffman Wealth Management first reported a position in ET in Q4 2018 and held it in 6 quarters. The position peaked at $91K in Q3 2019. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 6,976 Energy Transfer Partners shares in Q3 2020, an estimated $50K.
Taylor Hoffman Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Energy Transfer Partners position peaked at $91K in Q3 2019.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.