WEC
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Winslow Evans & Crocker’s Energy Transfer Partners ET Stock Holding History

Winslow Evans & Crocker’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
Q4 		$232K Sell
37,528
-28,991
-44% -$175K 0.04% 311
2020
Q3 		$361K Sell
66,519
-1,633
-2% -$10.4K 0.09% 204
2020
Q2 		$486K Sell
68,152
-3,024
-4% -$22.4K 0.13% 159
2020
Q1 		$328K Sell
71,176
-1,024
-1% -$10.9K 0.11% 185
2019
Q4 		$928K Buy
72,200
+1,004
+1% +$12.4K 0.24% 95
2019
Q3 		$934K Sell
71,196
-2,278
-3% -$31.8K 0.26% 87
2019
Q2 		$1.04M Sell
73,474
-164
-0.2% -$2.43K 0.29% 80
2019
Q1 		$1.13M Buy
73,638
+1,800
+3% +$26.7K 0.32% 72
2018
Q4 		$952K Buy
71,838
+65,038
+956% +$988K 0.32% 67
2018
Q3 		$120K Hold
6,800
– – 0.04% 343
2018
Q2 		$120K Buy
6,800
+3,000
+79% +$49.3K 0.04% 337
2018
Q1 		$54K Sell
3,800
-1,000
-21% -$16.6K 0.02% 468
2017
Q4 		$82.8K Hold
4,800
– – 0.03% 399
2017
Q3 		$83.4K Sell
4,800
-2,000
-29% -$35K 0.03% 387
2017
Q2 		$122K Hold
6,800
– – 0.03% 396
2017
Q1 		$134K Sell
6,800
-6,648
-49% -$125K 0.04% 361
2016
Q4 		$260K Sell
13,448
-500
-4% -$8.34K 0.08% 249
2016
Q3 		$234K Sell
13,948
-5,330
-28% -$90K 0.07% 278
2016
Q2 		$277K Hold
19,278
– – 0.08% 233
2016
Q1 		$137K Sell
19,278
-16,560
-46% -$130K 0.04% 315
2015
Q4 		$492K Sell
35,838
-1,982
-5% -$37K 0.14% 157
2015
Q3 		$787K Sell
37,820
-14,628
-28% -$413K 0.25% 89
2015
Q2 		$1.68M Buy
52,448
+14,200
+37% +$476K 0.48% 41
2015
Q1 		$1.21M Sell
38,248
-14,640
-28% -$434K 0.34% 62
2014
Q4 		$1.52M Sell
52,888
-5,132
-9% -$148K 0.43% 56
2014
Q3 		$1.79M Buy
58,020
+26,286
+83% +$772K 0.51% 42
2014
Q2 		$935K Sell
31,734
-390
-1% -$9.86K 0.31% 89
2014
Q1 		$751K Hold
32,124
– – 0.26% 94
2013
Q4 		$657K Buy
+32,124
New +$578K 0.22% 108

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's ET Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Energy Transfer Partners (ET) stake by 44% in Q4 2020, selling an estimated $175K and leaving 37,528 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #311.

Winslow Evans & Crocker first reported a position in ET in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.79M in Q3 2014. 753 funds tracked by Wall St. Rank hold ET as of Q4 2020.

  • Winslow Evans & Crocker held 37,528 shares of Energy Transfer Partners worth $232K as of Q4 2020.
  • Winslow Evans & Crocker sold 28,991 Energy Transfer Partners shares in Q4 2020, an estimated $175K.
  • Energy Transfer Partners made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #311 holding.
  • Winslow Evans & Crocker first reported a position in Energy Transfer Partners in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Energy Transfer Partners position peaked at $1.79M in Q3 2014.
  • 753 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.