COWA LLC’s Energy Transfer Partners ET Stock Holding History

COWA LLC’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	-7,987	Closed	-$88K	–	184
2022 Q3	$88K	Buy	+7,987	New	+$88.9K	0.06%	153
2021 Q2	–	Sell	-8,228	Closed	-$65K	–	194
2021 Q1	$65K	Buy	8,228 +2,176	+36%	+$15.9K	0.04%	183
2020 Q4	$43K	Buy	+6,052	New	+$36.6K	0.03%	208

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

COWA LLC's ET Position: Q4 2022 in Review

COWA LLC sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 7,987 shares — an estimated $88K sold.

COWA LLC first reported a position in ET in Q4 2020 and held it in 3 quarters. The position peaked at $88K in Q3 2022. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

COWA LLC reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 7,987 Energy Transfer Partners shares in Q4 2022, an estimated $88K.
COWA LLC first reported a position in Energy Transfer Partners in Q4 2020 and held it in 3 quarters.
COWA LLC's Energy Transfer Partners position peaked at $88K in Q3 2022.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.