American Research & Management Company’s Energy Transfer Partners ET Stock Holding History

American Research & Management Company’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
2022 Q3	$2.37M	Sell	214,990 -100	-0%	-$1.11K	0.65%	47
2022 Q2	$2.15M	Buy	215,090 +4,100	+2%	+$45.9K	0.55%	53
2022 Q1	$2.36M	Buy	210,990 +4,300	+2%	+$42.6K	0.52%	54
2021 Q4	$1.7M	Sell	206,690 -9,400	-4%	-$85.4K	0.37%	59
2021 Q3	$2.07M	Buy	216,090 +1,500	+0.7%	+$14.4K	0.48%	54
2021 Q2	$2.28M	Hold	214,590	–	–	0.52%	51
2021 Q1	$1.65M	Buy	214,590 +40,876	+24%	+$298K	0.4%	58
2020 Q4	$1.07M	Sell	173,714 -67,496	-28%	-$408K	0.28%	67
2020 Q3	$1.31M	Buy	241,210 +23,500	+11%	+$149K	0.38%	59
2020 Q2	$1.55M	Buy	217,710 +46,678	+27%	+$346K	0.47%	53
2020 Q1	$787K	Buy	171,032 +59,066	+53%	+$629K	0.3%	69
2019 Q4	$1.44M	Buy	111,966 +25,065	+29%	+$309K	0.43%	57
2019 Q3	$1.14M	Buy	86,901 +41	+0%	+$572	0.34%	63
2019 Q2	$1.22M	Buy	86,860 +9,254	+12%	+$137K	0.37%	63
2019 Q1	$1.19M	Buy	77,606 +2,635	+4%	+$39.2K	0.34%	66
2018 Q4	$990K	Buy	+74,971	New	+$1.14M	0.33%	66

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

KACA

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

American Research & Management Company's ET Position: Q3 2022 in Review

American Research & Management Company reduced its Energy Transfer Partners (ET) stake by 0.05% in Q3 2022, selling an estimated $1.11K and leaving 214,990 shares worth $2.37M. The position accounts for 0.65% of the portfolio, ranked #47.

American Research & Management Company first reported a position in ET in Q4 2018 and has held it in 16 quarters since. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

American Research & Management Company held 214,990 shares of Energy Transfer Partners worth $2.37M as of Q3 2022.
American Research & Management Company sold 100 Energy Transfer Partners shares in Q3 2022, an estimated $1.11K.
Energy Transfer Partners made up 0.65% of American Research & Management Company's portfolio in Q3 2022, its #47 holding.
American Research & Management Company first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 16 quarters since.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.