TrueWealth LLC’s Energy Transfer Partners ET Stock Holding History

TrueWealth LLC’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 Q2	$7K	Buy	+1,000	New	+$7.41K	﹤0.01%	521
2017 Q4	–	Hold	0	–	–	–	548

Other funds holding ET

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 23.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $5.22B AUM 17.11% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TrueWealth LLC's ET Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Energy Transfer Partners (ET) in Q2 2020: 1,000 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

771 funds tracked by Wall St. Rank hold ET as of Q2 2020.

TrueWealth LLC held 1,000 shares of Energy Transfer Partners worth $7K as of Q2 2020.
Energy Transfer Partners was a new TrueWealth LLC position in Q2 2020.
Energy Transfer Partners made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #521 holding.
771 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.