tru Independence’s Energy Transfer Partners ET Stock Holding History

tru Independence’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	-105,460	Closed	-$751	–	496
2020 Q2	$751	Sell	105,460 -4,500	-4%	-$33.3K	0.11%	140
2020 Q1	$506	Hold	109,960	–	–	0.08%	144
2019 Q4	$506K	Buy	+109,960	New	+$1.35M	0.07%	167

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TCA

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

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

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

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

CCM

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

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

tru Independence's ET Position: Q3 2020 in Review

tru Independence sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 105,460 shares — an estimated $751 sold.

tru Independence first reported a position in ET in Q4 2019 and held it in 3 quarters. The position peaked at $506K in Q4 2019. 729 funds tracked by Wall St. Rank hold ET as of Q3 2020.

tru Independence reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
tru Independence sold 105,460 Energy Transfer Partners shares in Q3 2020, an estimated $751.
tru Independence first reported a position in Energy Transfer Partners in Q4 2019 and held it in 3 quarters.
tru Independence's Energy Transfer Partners position peaked at $506K in Q4 2019.
729 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.