First Foundation Advisors’s Energy Transfer Partners ET Stock Holding History

First Foundation 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	-14,328	Closed	-$158K	–	408
2022 Q3	$158K	Sell	14,328 -1,000	-7%	-$11.1K	0.01%	359
2022 Q2	$153K	Buy	15,328 +2,001	+15%	+$22.4K	0.01%	383
2022 Q1	$149K	Hold	13,327	–	–	0.01%	415
2021 Q4	$110K	Sell	13,327 -6,779	-34%	-$61.6K	﹤0.01%	431
2021 Q3	$193K	Sell	20,106 -1,000	-5%	-$9.6K	0.01%	427
2021 Q2	$224K	Buy	21,106 +1,000	+5%	+$9.58K	0.01%	408
2021 Q1	$154K	Sell	20,106 -2,079	-9%	-$15.2K	0.01%	404
2020 Q4	$137K	Buy	22,185 +7,236	+48%	+$43.8K	0.01%	402
2020 Q3	$81K	Buy	+14,949	New	+$94.9K	﹤0.01%	367
2020 Q2	–	Sell	-30,613	Closed	-$140K	–	357
2020 Q1	$140K	Buy	30,613 +11,570	+61%	+$123K	0.01%	325
2019 Q4	$244K	Sell	19,043 -6,513	-25%	-$80.3K	0.01%	320
2019 Q3	$334K	Buy	+25,556	New	+$356K	0.02%	272
2019 Q1	–	Sell	-17,777	Closed	-$235K	–	346
2018 Q4	$235K	Buy	+17,777	New	+$270K	0.01%	340
2015 Q3	–	Sell	-10,250	Closed	-$329K	–	250
2015 Q2	$329K	Sell	10,250 -360	-3%	-$12.1K	0.03%	177
2015 Q1	$336K	Buy	10,610 +3,050	+40%	+$90.4K	0.03%	177
2014 Q4	$217K	Sell	7,560 -12,664	-63%	-$365K	0.02%	212
2014 Q3	$624K	Sell	20,224 -138	-0.7%	-$4.05K	0.06%	127
2014 Q2	$600K	Sell	20,362 -382	-2%	-$9.66K	0.07%	113
2014 Q1	$485K	Buy	20,744 +2,044	+11%	+$44.2K	0.06%	106
2013 Q4	$382K	Buy	18,700 +6,144	+49%	+$111K	0.05%	126
2013 Q3	$206K	Buy	+12,556	New	+$200K	0.03%	154

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

First Foundation Advisors's ET Position: Q4 2022 in Review

First Foundation Advisors sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 14,328 shares — an estimated $158K sold.

First Foundation Advisors first reported a position in ET in Q3 2013 and held it in 21 quarters. The position peaked at $624K in Q3 2014. 914 funds tracked by Wall St. Rank hold ET as of Q4 2022.

First Foundation Advisors reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
First Foundation Advisors sold 14,328 Energy Transfer Partners shares in Q4 2022, an estimated $158K.
First Foundation Advisors first reported a position in Energy Transfer Partners in Q3 2013 and held it in 21 quarters.
First Foundation Advisors's Energy Transfer Partners position peaked at $624K in Q3 2014.
914 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on First Foundation Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.