FourThought Financial’s Energy Transfer Partners ET Stock Holding History

FourThought Financial’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 Q3	$517K	Buy	46,874 +10,322	+28%	+$115K	0.08%	170
2022 Q2	$365K	Sell	36,552 -1,000	-3%	-$11.2K	0.05%	228
2022 Q1	$420K	Sell	37,552 -5,005	-12%	-$49.6K	0.05%	221
2021 Q4	$350K	Sell	42,557 -21,722	-34%	-$197K	0.04%	252
2021 Q3	$615K	Sell	64,279 -3,907	-6%	-$37.5K	0.08%	173
2021 Q2	$724K	Sell	68,186 -9,394	-12%	-$90K	0.1%	164
2021 Q1	$595K	Sell	77,580 -500	-0.6%	-$3.65K	0.09%	180
2020 Q4	$482K	Buy	+78,080	New	+$472K	0.08%	196

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 23.41% 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

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

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

KACA

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

FourThought Financial's ET Position: Q3 2022 in Review

FourThought Financial increased its Energy Transfer Partners (ET) stake by 28% in Q3 2022, buying an estimated $115K and bringing the position to 46,874 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #170.

FourThought Financial first reported a position in ET in Q4 2020 and has held it in 8 quarters since. The position peaked at $724K in Q2 2021. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

FourThought Financial held 46,874 shares of Energy Transfer Partners worth $517K as of Q3 2022.
FourThought Financial bought 10,322 Energy Transfer Partners shares in Q3 2022, an estimated $115K.
Energy Transfer Partners made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #170 holding.
FourThought Financial first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Energy Transfer Partners position peaked at $724K in Q2 2021.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.