DB Wealth Management Group’s Energy Transfer Partners ET Stock Holding History

DB Wealth Management Group’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
2023 Q4	$13.8K	Hold	1,000	–	–	0.01%	266
2023 Q3	$14K	Hold	1,000	–	–	0.01%	253
2023 Q2	$12.7K	Hold	1,000	–	–	0.01%	271
2023 Q1	$12.5K	Hold	1,000	–	–	0.01%	265
2022 Q4	$11.9K	Hold	1,000	–	–	0.01%	263
2022 Q3	$11K	Hold	1,000	–	–	0.01%	279
2022 Q2	$10K	Hold	1,000	–	–	0.01%	287
2022 Q1	$11K	Hold	1,000	–	–	0.01%	300
2021 Q4	$8K	Hold	1,000	–	–	﹤0.01%	286
2021 Q3	$10K	Hold	1,000	–	–	0.01%	266
2021 Q2	$11K	Hold	1,000	–	–	0.01%	261
2021 Q1	$8K	Hold	1,000	–	–	0.01%	289
2020 Q4	$6K	Buy	+1,000	New	+$6.05K	﹤0.01%	299

Other funds holding ET

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DB Wealth Management Group's ET Position: Q4 2023 in Review

DB Wealth Management Group held its Energy Transfer Partners (ET) position steady in Q4 2023 at 1,000 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #266.

DB Wealth Management Group first reported a position in ET in Q4 2020 and has held it in 13 quarters since. The position peaked at $14K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

DB Wealth Management Group held 1,000 shares of Energy Transfer Partners worth $13.8K as of Q4 2023.
DB Wealth Management Group left its Energy Transfer Partners share count unchanged in Q4 2023.
Energy Transfer Partners made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #266 holding.
DB Wealth Management Group first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Energy Transfer Partners position peaked at $14K in Q3 2023.
1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.