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YHB Investment Advisors’s Energy Transfer Partners ET Stock Holding History

YHB Investment Advisors’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 		– Sell
-11,298
Closed -$80K – 268
2020
Q2 		$80K Hold
11,298
– – 0.01% 175
2020
Q1 		$52K Buy
+11,298
New +$120K 0.01% 165

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N
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Morgan Stanley
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CCM
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YHB Investment Advisors's ET Position: Q3 2020 in Review

YHB Investment Advisors sold out of Energy Transfer Partners (ET) in Q3 2020, closing a stake of 11,298 shares — an estimated $80K sold.

YHB Investment Advisors first reported a position in ET in Q1 2020 and held it in 2 quarters. The position peaked at $80K in Q2 2020. 729 funds tracked by Wall St. Rank hold ET as of Q3 2020.

  • YHB Investment Advisors reported no remaining Energy Transfer Partners position as of Q3 2020 after selling out during the quarter.
  • YHB Investment Advisors sold 11,298 Energy Transfer Partners shares in Q3 2020, an estimated $80K.
  • YHB Investment Advisors first reported a position in Energy Transfer Partners in Q1 2020 and held it in 2 quarters.
  • YHB Investment Advisors's Energy Transfer Partners position peaked at $80K in Q2 2020.
  • 729 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2020.

Based on YHB Investment Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.