Freedman Financial Associates’s Energy Transfer Partners ET Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-257	Closed	-$3K	–	124
2022 Q1	$3K	Hold	257	–	–	﹤0.01%	436
2021 Q4	$2K	Sell	257 -511	-67%	-$4.64K	﹤0.01%	429
2021 Q3	$7K	Hold	768	–	–	0.01%	373
2021 Q2	$8K	Hold	768	–	–	0.01%	360
2021 Q1	$6K	Hold	768	–	–	0.01%	384
2020 Q4	$5K	Buy	+768	New	+$4.65K	﹤0.01%	393

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 21.71% 1-Year Est. Return

TCA

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

Natixis Paris, France $28B AUM 26.79% 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

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

Freedman Financial Associates's ET Position: Q2 2022 in Review

Freedman Financial Associates sold out of Energy Transfer Partners (ET) in Q2 2022, closing a stake of 257 shares — an estimated $3K sold.

Freedman Financial Associates first reported a position in ET in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 842 funds tracked by Wall St. Rank hold ET as of Q2 2022.

Freedman Financial Associates reported no remaining Energy Transfer Partners position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 257 Energy Transfer Partners shares in Q2 2022, an estimated $3K.
Freedman Financial Associates first reported a position in Energy Transfer Partners in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Energy Transfer Partners position peaked at $8K in Q2 2021.
842 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.