ETIA
ET icon

Epic Trust Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Epic Trust Investment Advisors’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
-11,000
Closed -$121K – 98
2022
Q3 		$121K Buy
+11,000
New +$122K 0.17% 100

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
N
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Epic Trust Investment Advisors's ET Position: Q4 2022 in Review

Epic Trust Investment Advisors sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 11,000 shares — an estimated $121K sold.

Epic Trust Investment Advisors first reported a position in ET in Q3 2022 and held it in 1 quarter. The position peaked at $121K in Q3 2022. 913 funds tracked by Wall St. Rank hold ET as of Q4 2022.

  • Epic Trust Investment Advisors reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 11,000 Energy Transfer Partners shares in Q4 2022, an estimated $121K.
  • Epic Trust Investment Advisors first reported a position in Energy Transfer Partners in Q3 2022 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Energy Transfer Partners position peaked at $121K in Q3 2022.
  • 913 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.