Valley Wealth Managers’s Energy Transfer Partners ET Stock Holding History

Valley Wealth Managers’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 Q1	–	Sell	-12,099	Closed	-$160K	–	203
2018 Q4	$160K	Buy	+12,099	New	+$184K	0.02%	162
2017 Q2	–	Sell	-1,100	Closed	-$22K	–	140
2017 Q1	$22K	Hold	1,100	–	–	﹤0.01%	161
2016 Q4	$21K	Buy	1,100 +300	+38%	+$5.01K	﹤0.01%	158
2016 Q3	$13K	Hold	800	–	–	﹤0.01%	168
2016 Q2	$11K	Buy	+800	New	+$9.54K	﹤0.01%	174

Other funds holding ET

Goldman Sachs New York $1.15T AUM 47.82% 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 $9.84B AUM 26.47% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Valley Wealth Managers's ET Position: Q1 2019 in Review

Valley Wealth Managers sold out of Energy Transfer Partners (ET) in Q1 2019, closing a stake of 12,099 shares — an estimated $160K sold.

Valley Wealth Managers first reported a position in ET in Q2 2016 and held it in 5 quarters. The position peaked at $160K in Q4 2018. 737 funds tracked by Wall St. Rank hold ET as of Q1 2019.

Valley Wealth Managers reported no remaining Energy Transfer Partners position as of Q1 2019 after selling out during the quarter.
Valley Wealth Managers sold 12,099 Energy Transfer Partners shares in Q1 2019, an estimated $160K.
Valley Wealth Managers first reported a position in Energy Transfer Partners in Q2 2016 and held it in 5 quarters.
Valley Wealth Managers's Energy Transfer Partners position peaked at $160K in Q4 2018.
737 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2019.

Based on Valley Wealth Managers's 13F filing for Q1 2019, filed 9 May 2019.