Bellwether Advisors’s Energy Transfer Partners ET Stock Holding History

Bellwether 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
2022 Q4	–	Sell	-4,422	Closed	-$48K	–	484
2022 Q3	$48K	Hold	4,422	–	–	0.02%	165
2022 Q2	$44K	Sell	4,422 -383	-8%	-$4.29K	0.01%	172
2022 Q1	$53K	Sell	4,805 -2,444	-34%	-$24.2K	0.02%	192
2021 Q4	$59K	Sell	7,249 -158,755	-96%	-$1.44M	0.02%	187
2021 Q3	$1.59M	Buy	166,004 +161,118	+3,298%	+$1.55M	0.53%	43
2021 Q2	$51K	Hold	4,886	–	–	0.02%	180
2021 Q1	$37K	Hold	4,886	–	–	0.01%	181
2020 Q4	$30K	Buy	+4,886	New	+$29.6K	0.01%	181

Other funds holding ET

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

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

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

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

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

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

TCA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bellwether Advisors's ET Position: Q4 2022 in Review

Bellwether Advisors sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 4,422 shares — an estimated $48K sold.

Bellwether Advisors first reported a position in ET in Q4 2020 and held it in 8 quarters. The position peaked at $1.59M in Q3 2021. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

Bellwether Advisors reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 4,422 Energy Transfer Partners shares in Q4 2022, an estimated $48K.
Bellwether Advisors first reported a position in Energy Transfer Partners in Q4 2020 and held it in 8 quarters.
Bellwether Advisors's Energy Transfer Partners position peaked at $1.59M in Q3 2021.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.