Valmark Advisers’s Energy Transfer Partners ET Stock Holding History

Valmark Advisers’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 Q1	–	Sell	-28,115	Closed	-$174K	–	381
2020 Q4	$174K	Sell	28,115 -6,344	-18%	-$38.4K	﹤0.01%	339
2020 Q3	$187K	Buy	+34,459	New	+$219K	﹤0.01%	287

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Valmark Advisers's ET Position: Q1 2021 in Review

Valmark Advisers sold out of Energy Transfer Partners (ET) in Q1 2021, closing a stake of 28,115 shares — an estimated $174K sold.

Valmark Advisers first reported a position in ET in Q3 2020 and held it in 2 quarters. The position peaked at $187K in Q3 2020. 734 funds tracked by Wall St. Rank hold ET as of Q1 2021.

Valmark Advisers reported no remaining Energy Transfer Partners position as of Q1 2021 after selling out during the quarter.
Valmark Advisers sold 28,115 Energy Transfer Partners shares in Q1 2021, an estimated $174K.
Valmark Advisers first reported a position in Energy Transfer Partners in Q3 2020 and held it in 2 quarters.
Valmark Advisers's Energy Transfer Partners position peaked at $187K in Q3 2020.
734 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2021.

Based on Valmark Advisers's 13F filing for Q1 2021, filed 4 May 2021.