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BRWM
B. Riley Wealth Management’s
Energy Transfer Partners
ET
Stock Holding History
B. Riley Wealth Management’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$3.86K
Sell
386,477
-3,960
-1%
-$44.4K
﹤0.01%
160
2022
Q1
$4.37M
Sell
390,437
-545
-0.1%
-$5.4K
0.34%
73
2021
Q4
$3.22M
Buy
390,982
+6,357
+2%
+$57.8K
0.22%
100
2021
Q3
$3.69M
Sell
384,625
-16,679
-4%
-$160K
0.28%
81
2021
Q2
$4.27M
Sell
401,304
-44,393
-10%
-$425K
0.47%
54
2021
Q1
$3.42M
Sell
445,697
-32,600
-7%
-$238K
0.4%
65
2020
Q4
$2.96M
Sell
478,297
-394,470
-45%
-$2.39M
0.38%
68
2020
Q3
$4.73M
Buy
872,767
+387,237
+80%
+$2.46M
0.56%
51
2020
Q2
$3.46M
Sell
485,530
-378,794
-44%
-$2.81M
0.38%
62
2020
Q1
$3.98M
Buy
864,324
+829,819
+2,405%
+$8.84M
0.42%
67
2019
Q4
$443K
Buy
34,505
+23,449
+212%
+$289K
0.07%
228
2019
Q3
$144K
Buy
+11,056
New
+$154K
0.03%
361
2015
Q3
–
Sell
-11,520
Closed
-$369K
–
320
2015
Q2
$369K
Hold
11,520
–
–
0.29%
85
2015
Q1
$364K
Sell
11,520
-200
-2%
-$5.93K
0.27%
104
2014
Q4
$336K
Sell
11,720
-5,800
-33%
-$167K
0.27%
95
2014
Q3
$540K
Buy
17,520
+400
+2%
+$11.7K
0.4%
56
2014
Q2
$504K
Buy
17,120
+10,444
+156%
+$264K
0.33%
71
2014
Q1
$156K
Buy
+6,676
New
+$144K
0.12%
238
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1-Year Est. Return
N
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$28B AUM
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1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
UBS Group
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$666B AUM
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1-Year Est. Return
Barclays
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$416B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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