Brandywine Oak Private Wealth’s Energy Transfer Partners ET Stock Holding History

Brandywine Oak Private Wealth’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 Q3	–	Sell	-13,872	Closed	-$176K	–	234
2023 Q2	$176K	Hold	13,872	–	–	0.02%	241
2023 Q1	$173K	Hold	13,872	–	–	0.02%	248
2022 Q4	$165K	Buy	13,872 +854	+7%	+$10.2K	0.02%	245
2022 Q3	$143K	Hold	13,018	–	–	0.02%	293
2022 Q2	$129K	Buy	+13,018	New	+$146K	0.02%	313
2019 Q1	–	Sell	-4,472	Closed	-$59K	–	333
2018 Q4	$59K	Buy	+4,472	New	+$67.9K	0.01%	343

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brandywine Oak Private Wealth's ET Position: Q3 2023 in Review

Brandywine Oak Private Wealth sold out of Energy Transfer Partners (ET) in Q3 2023, closing a stake of 13,872 shares — an estimated $176K sold.

Brandywine Oak Private Wealth first reported a position in ET in Q4 2018 and held it in 6 quarters. The position peaked at $176K in Q2 2023. 966 funds tracked by Wall St. Rank hold ET as of Q3 2023.

Brandywine Oak Private Wealth reported no remaining Energy Transfer Partners position as of Q3 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 13,872 Energy Transfer Partners shares in Q3 2023, an estimated $176K.
Brandywine Oak Private Wealth first reported a position in Energy Transfer Partners in Q4 2018 and held it in 6 quarters.
Brandywine Oak Private Wealth's Energy Transfer Partners position peaked at $176K in Q2 2023.
966 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.