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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$3.86M Sell
386,477
-3,960
-1% -$44.4K 0.4% 56
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

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

B. Riley Wealth Management's ET Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Energy Transfer Partners (ET) stake by 1% in Q2 2022, selling an estimated $44.4K and leaving 386,477 shares worth $3.86M. The position accounts for 0.4% of the portfolio, ranked #56.

B. Riley Wealth Management first reported a position in ET in Q1 2014 and has held it in 18 quarters since. The position peaked at $4.73M in Q3 2020. 844 funds tracked by Wall St. Rank hold ET as of Q2 2022.

  • B. Riley Wealth Management held 386,477 shares of Energy Transfer Partners worth $3.86M as of Q2 2022.
  • B. Riley Wealth Management sold 3,960 Energy Transfer Partners shares in Q2 2022, an estimated $44.4K.
  • Energy Transfer Partners made up 0.4% of B. Riley Wealth Management's portfolio in Q2 2022, its #56 holding.
  • B. Riley Wealth Management first reported a position in Energy Transfer Partners in Q1 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's Energy Transfer Partners position peaked at $4.73M in Q3 2020.
  • 844 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.