Accel Wealth Management’s Energy Transfer Partners ET Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-1,866	Closed	-$23.3K	–	382
2023 Q1	$23.3K	Sell	1,866 -77	-4%	-$973	0.01%	663
2022 Q4	$23.1K	Buy	1,943 +31	+2%	+$372	0.01%	512
2022 Q3	$22K	Sell	1,912 -83	-4%	-$924	0.01%	529
2022 Q2	$20K	Buy	1,995 +33	+2%	+$370	0.01%	542
2022 Q1	$23K	Buy	1,962 +31	+2%	+$307	0.01%	519
2021 Q4	$16K	Buy	1,931 +153	+9%	+$1.39K	0.01%	607
2021 Q3	$17K	Sell	1,778 -95	-5%	-$912	0.01%	536
2021 Q2	$20K	Buy	1,873 +27	+1%	+$259	0.01%	539
2021 Q1	$14K	Buy	1,846 +160	+9%	+$1.17K	0.01%	588
2020 Q4	$10K	Buy	+1,686	New	+$10.2K	0.01%	614

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accel Wealth Management's ET Position: Q2 2023 in Review

Accel Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 1,866 shares — an estimated $23.3K sold.

Accel Wealth Management first reported a position in ET in Q4 2020 and held it in 10 quarters. The position peaked at $23.3K in Q1 2023. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

Accel Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,866 Energy Transfer Partners shares in Q2 2023, an estimated $23.3K.
Accel Wealth Management first reported a position in Energy Transfer Partners in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Energy Transfer Partners position peaked at $23.3K in Q1 2023.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.