WealthTrust-Arizona’s Energy Transfer Partners ET Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$3K	Buy	223 +93	+72%	+$1.41K	﹤0.01%	526
2018 Q3	$2K	Buy	130 +2	+2%	+$36	﹤0.01%	587
2018 Q2	$2K	Buy	128 +3	+2%	+$49	﹤0.01%	581
2018 Q1	$2K	Buy	125 +2	+2%	+$33	﹤0.01%	569
2017 Q4	$2K	Buy	123 +2	+2%	+$34	﹤0.01%	578
2017 Q3	$2K	Buy	121 +2	+2%	+$35	﹤0.01%	574
2017 Q2	$2K	Buy	119 +2	+2%	+$36	﹤0.01%	561
2017 Q1	$2K	Buy	117 +2	+2%	+$38	﹤0.01%	544
2016 Q4	$2K	Hold	115	–	–	﹤0.01%	541
2016 Q3	$2K	Buy	115 +100	+667%	+$1.69K	﹤0.01%	544
2016 Q2	$0	Sell	15 -685	-98%	-$8.17K	﹤0.01%	598
2016 Q1	$5K	Buy	700 +500	+250%	+$3.92K	﹤0.01%	453
2015 Q4	$3K	Buy	+200	New	+$3.74K	﹤0.01%	531
2014 Q2	–	Sell	-2,000	Closed	-$47K	–	651
2014 Q1	$47K	Buy	+2,000	New	+$43.2K	0.05%	166

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

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

WealthTrust-Arizona's ET Position: Q4 2018 in Review

WealthTrust-Arizona increased its Energy Transfer Partners (ET) stake by 72% in Q4 2018, buying an estimated $1.41K and bringing the position to 223 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

WealthTrust-Arizona first reported a position in ET in Q1 2014 and has held it in 14 quarters since. The position peaked at $47K in Q1 2014. 730 funds tracked by Wall St. Rank hold ET as of Q4 2018.

WealthTrust-Arizona held 223 shares of Energy Transfer Partners worth $3K as of Q4 2018.
WealthTrust-Arizona bought 93 Energy Transfer Partners shares in Q4 2018, an estimated $1.41K.
Energy Transfer Partners made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #526 holding.
WealthTrust-Arizona first reported a position in Energy Transfer Partners in Q1 2014 and has held it in 14 quarters since.
WealthTrust-Arizona's Energy Transfer Partners position peaked at $47K in Q1 2014.
730 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.