CFO4Life’s Energy Transfer Partners ET Stock Holding History

CFO4Life’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	$167K	Buy	+14,100	New	+$169K	0.04%	165
2016 Q1	–	Sell	-12,247	Closed	-$168K	–	92
2015 Q4	$168K	Sell	12,247 -1,146	-9%	-$21.4K	0.16%	67
2015 Q3	$279K	Sell	13,393 -1,847	-12%	-$52.1K	0.3%	53
2015 Q2	$489K	Buy	15,240 +44	+0.3%	+$1.47K	0.41%	43
2015 Q1	$481K	Buy	15,196 +2,690	+22%	+$79.7K	0.4%	45
2014 Q4	$359K	Buy	+12,506	New	+$360K	0.3%	50

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

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

TCA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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

CFO4Life's ET Position: Q4 2022 in Review

CFO4Life opened a new position in Energy Transfer Partners (ET) in Q4 2022: 14,100 shares worth $167K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: CFO4Life previously reported a position in ET as recently as Q4 2015.

CFO4Life first reported a position in ET in Q4 2014 and has held it in 6 quarters since. The position peaked at $489K in Q2 2015. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

CFO4Life held 14,100 shares of Energy Transfer Partners worth $167K as of Q4 2022.
Energy Transfer Partners was a new CFO4Life position in Q4 2022.
Energy Transfer Partners made up 0.04% of CFO4Life's portfolio in Q4 2022, its #165 holding.
CFO4Life first reported a position in Energy Transfer Partners in Q4 2014 and has held it in 6 quarters since.
CFO4Life's Energy Transfer Partners position peaked at $489K in Q2 2015.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.