YorkBridge Wealth Partners’s Energy Transfer Partners ET Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-3,174	Closed	-$45K	–	324
2019 Q2	$45K	Hold	3,174	–	–	0.02%	380
2019 Q1	$49K	Hold	3,174	–	–	0.02%	361
2018 Q4	$42K	Buy	3,174 +960	+43%	+$14.6K	0.02%	346
2018 Q3	$40K	Hold	2,214	–	–	0.02%	383
2018 Q2	$38K	Hold	2,214	–	–	0.02%	394
2018 Q1	$33K	Hold	2,214	–	–	0.02%	417
2017 Q4	$38K	Sell	2,214 -332	-13%	-$5.66K	0.02%	398
2017 Q3	$44K	Hold	2,546	–	–	0.02%	393
2017 Q2	$46K	Sell	2,546 -648	-20%	-$11.5K	0.02%	382
2017 Q1	$59K	Buy	3,194 +332	+12%	+$6.25K	0.03%	349
2016 Q4	$50K	Buy	+2,862	New	+$47.8K	0.03%	352

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KACA

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

YorkBridge Wealth Partners's ET Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Energy Transfer Partners (ET) in Q3 2019, closing a stake of 3,174 shares — an estimated $45K sold.

YorkBridge Wealth Partners first reported a position in ET in Q4 2016 and held it in 11 quarters. The position peaked at $59K in Q1 2017. 738 funds tracked by Wall St. Rank hold ET as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Energy Transfer Partners position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,174 Energy Transfer Partners shares in Q3 2019, an estimated $45K.
YorkBridge Wealth Partners first reported a position in Energy Transfer Partners in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Energy Transfer Partners position peaked at $59K in Q1 2017.
738 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.