West Family Investments’s Energy Transfer Partners ET Stock Holding History

West Family Investments’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 Q2	–	Sell	-585,098	Closed	-$4.49M	–	352
2021 Q1	$4.49M	Hold	585,098	–	–	1.64%	14
2020 Q4	$3.62M	Hold	585,098	–	–	1.1%	20
2020 Q3	$3.17M	Buy	585,098 +68,189	+13%	+$433K	1.19%	25
2020 Q2	$6.63M	Sell	516,909 -4,400	-0.8%	-$32.6K	1.6%	19
2020 Q1	$2.4M	Buy	521,309 +4,400	+0.9%	+$46.9K	0.95%	31
2019 Q4	$6.63M	Buy	516,909 +151,200	+41%	+$1.86M	1.6%	19
2019 Q3	$4.78M	Buy	365,709 +247,858	+210%	+$3.46M	1.19%	28
2019 Q2	$1.66M	Hold	117,851	–	–	0.42%	50
2019 Q1	$1.81M	Hold	117,851	–	–	0.45%	49
2018 Q4	$1.56M	Buy	+117,851	New	+$1.79M	0.4%	53

Other funds holding ET

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.79B AUM 24.88% 1-Year Est. Return

KACA

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

West Family Investments's ET Position: Q2 2021 in Review

West Family Investments sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 585,098 shares — an estimated $4.49M sold.

West Family Investments first reported a position in ET in Q4 2018 and held it in 10 quarters. The position peaked at $6.63M in Q2 2020. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

West Family Investments reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
West Family Investments sold 585,098 Energy Transfer Partners shares in Q2 2021, an estimated $4.49M.
West Family Investments first reported a position in Energy Transfer Partners in Q4 2018 and held it in 10 quarters.
West Family Investments's Energy Transfer Partners position peaked at $6.63M in Q2 2020.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.