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

Avondale 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
2022 Q2	–	Sell	-5,420	Closed	-$61K	–	122
2022 Q1	$61K	Hold	5,420	–	–	0.07%	60
2021 Q4	$45K	Hold	5,420	–	–	0.05%	71
2021 Q3	$52K	Hold	5,420	–	–	0.05%	69
2021 Q2	$58K	Hold	5,420	–	–	0.05%	69
2021 Q1	$42K	Hold	5,420	–	–	0.04%	71
2020 Q4	$33K	Hold	5,420	–	–	0.04%	65
2020 Q3	$29K	Hold	5,420	–	–	0.04%	62
2020 Q2	$39K	Hold	5,420	–	–	0.06%	46
2020 Q1	$25K	Hold	5,420	–	–	0.04%	60
2019 Q4	$70K	Hold	5,420	–	–	0.1%	33
2019 Q3	$71K	Hold	5,420	–	–	0.12%	33
2019 Q2	$76K	Hold	5,420	–	–	0.06%	35
2019 Q1	$83K	Hold	5,420	–	–	0.06%	32
2018 Q4	$72K	Hold	5,420	–	–	0.06%	35
2018 Q3	$94K	Hold	5,420	–	–	0.09%	25
2018 Q2	$93K	Hold	5,420	–	–	0.08%	24
2018 Q1	$77K	Hold	5,420	–	–	0.06%	24
2017 Q4	$94K	Buy	+5,420	New	+$92.3K	0.08%	25

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

Natixis Paris, France $24.8B AUM 35.22% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Avondale Wealth Management's ET Position: Q2 2022 in Review

Avondale Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2022, closing a stake of 5,420 shares — an estimated $61K sold.

Avondale Wealth Management first reported a position in ET in Q4 2017 and held it in 18 quarters. The position peaked at $94K in Q3 2018. 844 funds tracked by Wall St. Rank hold ET as of Q2 2022.

Avondale Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2022 after selling out during the quarter.
Avondale Wealth Management sold 5,420 Energy Transfer Partners shares in Q2 2022, an estimated $61K.
Avondale Wealth Management first reported a position in Energy Transfer Partners in Q4 2017 and held it in 18 quarters.
Avondale Wealth Management's Energy Transfer Partners position peaked at $94K in Q3 2018.
844 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2022.

Based on Avondale Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.