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

Tolleson 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 Q2	–	Sell	-122,706	Closed	-$942K	–	73
2021 Q1	$942K	Hold	122,706	–	–	0.28%	42
2020 Q4	$758K	Hold	122,706	–	–	0.25%	41
2020 Q3	$665K	Buy	122,706 +78,356	+177%	+$497K	0.27%	40
2020 Q2	$316K	Buy	+44,350	New	+$329K	0.14%	49

Other funds holding ET

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Tolleson Wealth Management's ET Position: Q2 2021 in Review

Tolleson Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 122,706 shares — an estimated $942K sold.

Tolleson Wealth Management first reported a position in ET in Q2 2020 and held it in 4 quarters. The position peaked at $942K in Q1 2021. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

Tolleson Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
Tolleson Wealth Management sold 122,706 Energy Transfer Partners shares in Q2 2021, an estimated $942K.
Tolleson Wealth Management first reported a position in Energy Transfer Partners in Q2 2020 and held it in 4 quarters.
Tolleson Wealth Management's Energy Transfer Partners position peaked at $942K in Q1 2021.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on Tolleson Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.