Energy Opportunities Capital Management’s Energy Transfer Partners ET Stock Holding History

Energy Opportunities Capital 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
2021 Q4	–	Sell	-156,090	Closed	-$1.5M	–	43
2021 Q3	$1.5M	Buy	156,090 +4,240	+3%	+$40.7K	3.86%	7
2021 Q2	$1.61M	Buy	151,850 +6,850	+5%	+$65.6K	4.11%	4
2021 Q1	$1.11M	Buy	145,000 +10,000	+7%	+$73K	2.81%	18
2020 Q4	$834K	Hold	135,000	–	–	2.24%	19
2020 Q3	$732K	Hold	135,000	–	–	2.67%	14
2020 Q2	$961K	Hold	135,000	–	–	3.81%	12
2020 Q1	$621K	Buy	+135,000	New	+$1.44M	3.48%	12

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

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

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

TCA

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Energy Opportunities Capital Management's ET Position: Q4 2021 in Review

Energy Opportunities Capital Management sold out of Energy Transfer Partners (ET) in Q4 2021, closing a stake of 156,090 shares — an estimated $1.5M sold.

Energy Opportunities Capital Management first reported a position in ET in Q1 2020 and held it in 7 quarters. The position peaked at $1.61M in Q2 2021. 809 funds tracked by Wall St. Rank hold ET as of Q4 2021.

Energy Opportunities Capital Management reported no remaining Energy Transfer Partners position as of Q4 2021 after selling out during the quarter.
Energy Opportunities Capital Management sold 156,090 Energy Transfer Partners shares in Q4 2021, an estimated $1.5M.
Energy Opportunities Capital Management first reported a position in Energy Transfer Partners in Q1 2020 and held it in 7 quarters.
Energy Opportunities Capital Management's Energy Transfer Partners position peaked at $1.61M in Q2 2021.
809 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on Energy Opportunities Capital Management's 13F filing for Q4 2021, filed 15 Feb 2022.