Washington Trust Bank’s Energy Transfer Partners ET Stock Holding History

Washington Trust Bank’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	-29,064	Closed	-$207K	–	176
2020 Q2	$207K	Buy	+29,064	New	+$215K	0.03%	166
2019 Q2	–	Sell	-1,398	Closed	-$22K	–	308
2019 Q1	$22K	Buy	1,398 +50	+4%	+$743	﹤0.01%	426
2018 Q4	$18K	Buy	1,348 +460	+52%	+$6.99K	﹤0.01%	439
2018 Q3	$15K	Hold	888	–	–	﹤0.01%	500
2018 Q2	$15K	Hold	888	–	–	﹤0.01%	492
2018 Q1	$13K	Hold	888	–	–	﹤0.01%	549
2017 Q4	$15K	Hold	888	–	–	﹤0.01%	575
2017 Q3	$15K	Buy	+888	New	+$15.5K	﹤0.01%	546
2016 Q3	–	Sell	-800	Closed	-$11K	–	1123
2016 Q2	$11K	Hold	800	–	–	﹤0.01%	553
2016 Q1	$6K	Hold	800	–	–	﹤0.01%	619
2015 Q4	$11K	Sell	800 -200	-20%	-$3.74K	﹤0.01%	585
2015 Q3	$21K	Hold	1,000	–	–	0.01%	514
2015 Q2	$32K	Hold	1,000	–	–	0.01%	493
2015 Q1	$32K	Sell	1,000 -200	-17%	-$5.93K	0.01%	510
2014 Q4	$34K	Hold	1,200	–	–	0.01%	531
2014 Q3	$37K	Hold	1,200	–	–	0.01%	512
2014 Q2	$35K	Sell	1,200 -888	-43%	-$22.5K	0.01%	539
2014 Q1	$49K	Buy	+2,088	New	+$45.1K	0.01%	473

Other funds holding ET

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

TCA

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

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

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

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

CCM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Washington Trust Bank's ET Position: Q3 2020 in Review

Washington Trust Bank sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 29,064 shares — an estimated $207K sold.

Washington Trust Bank first reported a position in ET in Q1 2014 and held it in 18 quarters. The position peaked at $207K in Q2 2020. 730 funds tracked by Wall St. Rank hold ET as of Q3 2020.

Washington Trust Bank reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
Washington Trust Bank sold 29,064 Energy Transfer Partners shares in Q3 2020, an estimated $207K.
Washington Trust Bank first reported a position in Energy Transfer Partners in Q1 2014 and held it in 18 quarters.
Washington Trust Bank's Energy Transfer Partners position peaked at $207K in Q2 2020.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Washington Trust Bank's 13F filing for Q3 2020, filed 12 Nov 2020.