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

Taylor Wealth Management Partners’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 Q3	–	Sell	-13,072	Closed	-$184K	–	47
2019 Q2	$184K	Hold	13,072	–	–	0.09%	46
2019 Q1	$201K	Hold	13,072	–	–	0.1%	46
2018 Q4	$173K	Sell	13,072 -5,163	-28%	-$78.4K	0.1%	42
2018 Q3	$318K	Buy	18,235 +235	+1%	+$4.17K	0.14%	51
2018 Q2	$310K	Sell	18,000 -600	-3%	-$9.85K	0.14%	49
2018 Q1	$264K	Sell	18,600 -600	-3%	-$9.97K	0.13%	48
2017 Q4	$331K	Sell	19,200 -2,175	-10%	-$37.1K	0.14%	54
2017 Q3	$371K	Sell	21,375 -3,000	-12%	-$52.5K	0.17%	52
2017 Q2	$438K	Buy	24,375 +10,075	+70%	+$179K	0.2%	48
2017 Q1	$282K	Buy	14,300 +5,000	+54%	+$94.2K	0.13%	54
2016 Q4	$180K	Sell	9,300 -3,900	-30%	-$65.1K	0.08%	60
2016 Q3	$222K	Sell	13,200 -185,095	-93%	-$3.12M	0.1%	51
2016 Q2	$2.85M	Buy	198,295 +91,370	+85%	+$1.09M	1.14%	35
2016 Q1	$762K	Sell	106,925 -1,075	-1%	-$8.44K	0.36%	31
2015 Q4	$1.48M	Sell	108,000 -106,575	-50%	-$1.99M	0.64%	36
2015 Q3	$4.46M	Sell	214,575 -98,405	-31%	-$2.78M	2.15%	21
2015 Q2	$10M	Buy	312,980 +45,070	+17%	+$1.51M	3.21%	11
2015 Q1	$8.49M	Buy	+267,910	New	+$7.94M	2.66%	16

Other funds holding ET

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Taylor Wealth Management Partners's ET Position: Q3 2019 in Review

Taylor Wealth Management Partners sold out of Energy Transfer Partners (ET) in Q3 2019, closing a stake of 13,072 shares — an estimated $184K sold.

Taylor Wealth Management Partners first reported a position in ET in Q1 2015 and held it in 18 quarters. The position peaked at $10M in Q2 2015. 737 funds tracked by Wall St. Rank hold ET as of Q3 2019.

Taylor Wealth Management Partners reported no remaining Energy Transfer Partners position as of Q3 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 13,072 Energy Transfer Partners shares in Q3 2019, an estimated $184K.
Taylor Wealth Management Partners first reported a position in Energy Transfer Partners in Q1 2015 and held it in 18 quarters.
Taylor Wealth Management Partners's Energy Transfer Partners position peaked at $10M in Q2 2015.
737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2019, filed 17 Oct 2019.