Whitnell & Co’s Energy Transfer Partners ET Stock Holding History

Whitnell & Co’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
2019 Q4	$227K	Hold	17,680	–	–	0.07%	144
2019 Q3	$231K	Hold	17,680	–	–	0.08%	142
2019 Q2	$249K	Hold	17,680	–	–	0.09%	125
2019 Q1	$272K	Hold	17,680	–	–	0.1%	121
2018 Q4	$234K	Buy	17,680 +7,680	+77%	+$117K	0.1%	126
2018 Q3	$174K	Hold	10,000	–	–	0.07%	136
2018 Q2	$172K	Buy	+10,000	New	+$164K	0.07%	132

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 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 $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Whitnell & Co's ET Position: Q4 2019 in Review

Whitnell & Co held its Energy Transfer Partners (ET) position steady in Q4 2019 at 17,680 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #144.

Whitnell & Co first reported a position in ET in Q2 2018 and has held it in 7 quarters since. The position peaked at $272K in Q1 2019. 795 funds tracked by Wall St. Rank hold ET as of Q4 2019.

Whitnell & Co held 17,680 shares of Energy Transfer Partners worth $227K as of Q4 2019.
Whitnell & Co left its Energy Transfer Partners share count unchanged in Q4 2019.
Energy Transfer Partners made up 0.07% of Whitnell & Co's portfolio in Q4 2019, its #144 holding.
Whitnell & Co first reported a position in Energy Transfer Partners in Q2 2018 and has held it in 7 quarters since.
Whitnell & Co's Energy Transfer Partners position peaked at $272K in Q1 2019.
795 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.