Claraphi Advisory Network’s Energy Transfer Partners ET Stock Holding History

Claraphi Advisory Network’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	-18,464	Closed	-$204K	–	176
2022 Q3	$204K	Sell	18,464 -5,349	-22%	-$59.6K	0.11%	177
2022 Q2	$238K	Sell	23,813 -9,446	-28%	-$106K	0.08%	222
2022 Q1	$372K	Sell	33,259 -8,325	-20%	-$82.5K	0.11%	173
2021 Q4	$342K	Sell	41,584 -6,149	-13%	-$55.9K	0.12%	194
2021 Q3	$457K	Buy	47,733 +3,278	+7%	+$31.5K	0.16%	157
2021 Q2	$473K	Sell	44,455 -667	-1%	-$6.39K	0.14%	164
2021 Q1	$347K	Sell	45,122 -9,022	-17%	-$65.9K	0.1%	208
2020 Q4	$335K	Sell	54,144 -5,019	-8%	-$30.4K	0.09%	194
2020 Q3	$321K	Buy	59,163 +24,911	+73%	+$158K	0.12%	172
2020 Q2	$244K	Sell	34,252 -5,813	-15%	-$43.1K	0.1%	196
2020 Q1	$184K	Buy	+40,065	New	+$427K	0.09%	207
2019 Q1	–	Sell	-18,359	Closed	-$243K	–	241
2018 Q4	$243K	Buy	18,359 +8,322	+83%	+$126K	0.19%	147
2018 Q3	$175K	Hold	10,037	–	–	0.1%	241
2018 Q2	$173K	Hold	10,037	–	–	0.11%	245
2018 Q1	$143K	Hold	10,037	–	–	0.1%	240
2017 Q4	$173K	Buy	+10,037	New	+$171K	0.13%	208

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

Claraphi Advisory Network's ET Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 18,464 shares — an estimated $204K sold.

Claraphi Advisory Network first reported a position in ET in Q4 2017 and held it in 16 quarters. The position peaked at $473K in Q2 2021. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

Claraphi Advisory Network reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 18,464 Energy Transfer Partners shares in Q4 2022, an estimated $204K.
Claraphi Advisory Network first reported a position in Energy Transfer Partners in Q4 2017 and held it in 16 quarters.
Claraphi Advisory Network's Energy Transfer Partners position peaked at $473K in Q2 2021.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.