Triangle Securities Wealth Management’s Energy Transfer Partners ET Stock Holding History

Triangle Securities 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 Q4	–	Sell	-10,170	Closed	-$55K	–	170
2020 Q3	$55K	Hold	10,170	–	–	0.02%	161
2020 Q2	$72K	Hold	10,170	–	–	0.03%	160
2020 Q1	$47K	Sell	10,170 -3,768	-27%	-$40.1K	0.03%	151
2019 Q4	$179K	Buy	13,938 +768	+6%	+$9.46K	0.08%	163
2019 Q3	$172K	Sell	13,170 -1,485	-10%	-$20.7K	0.08%	153
2019 Q2	$214K	Buy	+14,655	New	+$217K	0.11%	144
2013 Q3	–	Sell	-2,000	Closed	-$30K	–	201
2013 Q2	$30K	Buy	+2,000	New	+$29.2K	0.02%	326

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

TCA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Triangle Securities Wealth Management's ET Position: Q4 2020 in Review

Triangle Securities Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2020, closing a stake of 10,170 shares — an estimated $55K sold.

Triangle Securities Wealth Management first reported a position in ET in Q2 2013 and held it in 7 quarters. The position peaked at $214K in Q2 2019. 755 funds tracked by Wall St. Rank hold ET as of Q4 2020.

Triangle Securities Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2020 after selling out during the quarter.
Triangle Securities Wealth Management sold 10,170 Energy Transfer Partners shares in Q4 2020, an estimated $55K.
Triangle Securities Wealth Management first reported a position in Energy Transfer Partners in Q2 2013 and held it in 7 quarters.
Triangle Securities Wealth Management's Energy Transfer Partners position peaked at $214K in Q2 2019.
755 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.