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Bartlett & Co Wealth Management’s Energy Transfer Partners ET Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-2,126
Closed -$20.4K – 541
2021
Q3 		$20.4K Sell
2,126
-1,768
-45% -$17K ﹤0.01% 630
2021
Q2 		$41.4K Buy
3,894
+6
+0.2% +$57 ﹤0.01% 538
2021
Q1 		$29.9K Sell
3,888
-2,804
-42% -$20.5K ﹤0.01% 619
2020
Q4 		$41.3K Buy
6,692
+618
+10% +$3.74K ﹤0.01% 558
2020
Q3 		$32.9K Buy
6,074
+15
+0.2% +$95 ﹤0.01% 551
2020
Q2 		$43.1K Buy
6,059
+11
+0.2% +$82 ﹤0.01% 522
2020
Q1 		$27.8K Buy
6,048
+7
+0.1% +$75 ﹤0.01% 542
2019
Q4 		$77.5K Buy
6,041
+7
+0.1% +$86 ﹤0.01% 445
2019
Q3 		$78.9K Buy
6,034
+7
+0.1% +$98 ﹤0.01% 426
2019
Q2 		$84.9K Buy
6,027
+279
+5% +$4.13K ﹤0.01% 345
2019
Q1 		$88.3K Hold
5,748
– – ﹤0.01% 335
2018
Q4 		$75.9K Buy
5,748
+2,200
+62% +$33.4K ﹤0.01% 345
2018
Q3 		$61.8K Buy
+3,548
New +$63K ﹤0.01% 410

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bartlett & Co Wealth Management's ET Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2021, closing a stake of 2,126 shares — an estimated $20.4K sold.

Bartlett & Co Wealth Management first reported a position in ET in Q3 2018 and held it in 13 quarters. The position peaked at $88.3K in Q1 2019. 808 funds tracked by Wall St. Rank hold ET as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,126 Energy Transfer Partners shares in Q4 2021, an estimated $20.4K.
  • Bartlett & Co Wealth Management first reported a position in Energy Transfer Partners in Q3 2018 and held it in 13 quarters.
  • Bartlett & Co Wealth Management's Energy Transfer Partners position peaked at $88.3K in Q1 2019.
  • 808 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.