Brown Miller Wealth Management’s Energy Transfer Partners ET Stock Holding History

Brown Miller 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 Q3	–	Sell	-20,069	Closed	-$200K	–	113
2022 Q2	$200K	Sell	20,069 -1	-0%	-$11	0.14%	113
2022 Q1	$225K	Buy	20,070 +5,001	+33%	+$49.6K	0.13%	108
2021 Q4	$124K	Sell	15,069 -5,000	-25%	-$45.4K	0.07%	117
2021 Q3	$192K	Hold	20,069	–	–	0.12%	121
2021 Q2	$213K	Hold	20,069	–	–	0.14%	112
2021 Q1	$154K	Sell	20,069 -1	-0%	-$7	0.11%	115
2020 Q4	$124K	Buy	+20,070	New	+$121K	0.09%	106

Other funds holding ET

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Brown Miller Wealth Management's ET Position: Q3 2022 in Review

Brown Miller Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2022, closing a stake of 20,069 shares — an estimated $200K sold.

Brown Miller Wealth Management first reported a position in ET in Q4 2020 and held it in 7 quarters. The position peaked at $225K in Q1 2022. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

Brown Miller Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2022 after selling out during the quarter.
Brown Miller Wealth Management sold 20,069 Energy Transfer Partners shares in Q3 2022, an estimated $200K.
Brown Miller Wealth Management first reported a position in Energy Transfer Partners in Q4 2020 and held it in 7 quarters.
Brown Miller Wealth Management's Energy Transfer Partners position peaked at $225K in Q1 2022.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on Brown Miller Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.