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Wealthspire Advisors (Maryland)’s Energy Transfer Partners ET Stock Holding History

Wealthspire Advisors (Maryland)’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 		$256K Sell
47,189
-21,252
-31% -$135K 0.01% 381
2020
Q2 		$487K Buy
68,441
+34,765
+103% +$258K 0.03% 261
2020
Q1 		$155K Buy
33,676
+4,414
+15% +$47K 0.01% 405
2019
Q4 		$375K Sell
29,262
-240
-0.8% -$2.96K 0.03% 323
2019
Q3 		$386K Hold
29,502
– – 0.03% 300
2019
Q2 		$415K Buy
29,502
+960
+3% +$14.2K 0.03% 288
2019
Q1 		$439K Sell
28,542
-600
-2% -$8.92K 0.03% 274
2018
Q4 		$385K Buy
29,142
+26,952
+1,231% +$409K 0.03% 273
2018
Q3 		$38K Sell
2,190
-575
-21% -$10.2K ﹤0.01% 1065
2018
Q2 		$48K Sell
2,765
-584
-17% -$9.59K ﹤0.01% 991
2018
Q1 		$48K Buy
3,349
+54
+2% +$898 ﹤0.01% 1002
2017
Q4 		$57K Buy
3,295
+1,620
+97% +$27.6K 0.01% 950
2017
Q3 		$29K Sell
1,675
-63
-4% -$1.1K ﹤0.01% 1168
2017
Q2 		$31K Buy
1,738
+1,063
+157% +$18.9K ﹤0.01% 1111
2017
Q1 		$13K Buy
675
+170
+34% +$3.2K ﹤0.01% 1234
2016
Q4 		$10K Sell
505
-4,146
-89% -$69.2K ﹤0.01% 1218
2016
Q3 		$78K Hold
4,651
– – 0.01% 646
2016
Q2 		$67K Sell
4,651
-194
-4% -$2.31K 0.01% 648
2016
Q1 		$35K Buy
4,845
+4,005
+477% +$31.4K 0.01% 791
2015
Q4 		$12K Buy
+840
New +$15.7K ﹤0.01% 1142

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ET Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Energy Transfer Partners (ET) stake by 31% in Q3 2020, selling an estimated $135K and leaving 47,189 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #381.

Wealthspire Advisors (Maryland) first reported a position in ET in Q4 2015 and has held it in 20 quarters since. The position peaked at $487K in Q2 2020. 729 funds tracked by Wall St. Rank hold ET as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 47,189 shares of Energy Transfer Partners worth $256K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 21,252 Energy Transfer Partners shares in Q3 2020, an estimated $135K.
  • Energy Transfer Partners made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #381 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Energy Transfer Partners in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Energy Transfer Partners position peaked at $487K in Q2 2020.
  • 729 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.