BDO Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$246K	Hold	19,335	–	–	0.03%	236
2023 Q1	$241K	Buy	19,335 +9,910	+105%	+$125K	0.03%	234
2022 Q4	$112K	Hold	9,425	–	–	0.01%	315
2022 Q3	$104K	Hold	9,425	–	–	0.01%	321
2022 Q2	$94K	Hold	9,425	–	–	0.01%	334
2022 Q1	$105K	Hold	9,425	–	–	0.01%	333
2021 Q4	$78K	Hold	9,425	–	–	0.01%	382
2021 Q3	$90K	Hold	9,425	–	–	0.01%	365
2021 Q2	$100K	Hold	9,425	–	–	0.01%	373
2021 Q1	$72K	Hold	9,425	–	–	0.01%	401
2020 Q4	$58K	Buy	9,425 +1,425	+18%	+$8.62K	0.01%	338
2020 Q3	$43K	Hold	8,000	–	–	0.01%	347
2020 Q2	$57K	Buy	8,000 +5,000	+167%	+$37.1K	0.01%	314
2020 Q1	$14K	Buy	3,000 +1,000	+50%	+$10.7K	﹤0.01%	507
2019 Q4	$26K	Buy	2,000 +1,040	+108%	+$12.8K	0.01%	364
2019 Q3	$13K	Hold	960	–	–	﹤0.01%	438
2019 Q2	$14K	Buy	+960	New	+$14.2K	﹤0.01%	415

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BDO Wealth Advisors's ET Position: Q2 2023 in Review

BDO Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2023 at 19,335 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #236.

BDO Wealth Advisors first reported a position in ET in Q2 2019 and has held it in 17 quarters since. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

BDO Wealth Advisors held 19,335 shares of Energy Transfer Partners worth $246K as of Q2 2023.
BDO Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2023.
Energy Transfer Partners made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #236 holding.
BDO Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2019 and has held it in 17 quarters since.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.