Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWM
Cedar Wealth Management’s
Energy Transfer Partners
ET
Stock Holding History
Cedar 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
2024
Q4
–
Sell
-5,000
Closed
-$80.3K
–
208
2024
Q3
$80.3K
Hold
5,000
–
–
0.02%
136
2024
Q2
$81.1K
Buy
+5,000
New
+$78.6K
0.03%
138
2019
Q4
–
Sell
-3,454
Closed
-$45K
–
173
2019
Q3
$45K
Hold
3,454
–
–
0.03%
97
2019
Q2
$49K
Buy
3,454
+270
+8%
+$4K
0.03%
107
2019
Q1
$49K
Buy
3,184
+310
+11%
+$4.61K
0.03%
100
2018
Q4
$38K
Buy
2,874
+694
+32%
+$10.5K
0.03%
93
2018
Q3
$38K
Sell
2,180
-1,080
-33%
-$19.2K
0.02%
94
2018
Q2
$56K
Sell
3,260
-14,670
-82%
-$241K
0.03%
76
2018
Q1
$255K
Hold
17,930
–
–
0.16%
41
2017
Q4
$309K
Hold
17,930
–
–
0.18%
32
2017
Q3
$312K
Hold
17,930
–
–
0.19%
31
2017
Q2
$322K
Hold
17,930
–
–
0.21%
26
2017
Q1
$354K
Hold
17,930
–
–
0.22%
24
2016
Q4
$346K
Buy
+17,930
New
+$299K
0.24%
22
2016
Q3
–
Sell
-17,930
Closed
-$258K
–
123
2016
Q2
$258K
Buy
+17,930
New
+$214K
0.16%
28
Other funds holding ET
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
AA
ALPS Advisors
Denver, Colorado
$21.3B AUM
21.71%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Blackstone Inc
New York
$24.2B AUM
26.83%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close