Graves Light Lenhart Wealth’s Energy Transfer Partners ET Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-462	Closed	-$5K	–	301
2022 Q2	$5K	Hold	462	–	–	﹤0.01%	536
2022 Q1	$5K	Hold	462	–	–	﹤0.01%	590
2021 Q4	$4K	Hold	462	–	–	﹤0.01%	664
2021 Q3	$4K	Hold	462	–	–	﹤0.01%	653
2021 Q2	$5K	Hold	462	–	–	﹤0.01%	627
2021 Q1	$4K	Hold	462	–	–	﹤0.01%	650
2020 Q4	$3K	Buy	+462	New	+$2.79K	﹤0.01%	645
2019 Q3	–	Sell	-10,397	Closed	-$146K	–	180
2019 Q2	$146K	Hold	10,397	–	–	0.04%	158
2019 Q1	$160K	Sell	10,397 -551	-5%	-$8.19K	0.04%	149
2018 Q4	$145K	Buy	+10,948	New	+$166K	0.04%	141

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

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Graves Light Lenhart Wealth's ET Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Energy Transfer Partners (ET) in Q3 2022, closing a stake of 462 shares — an estimated $5K sold.

Graves Light Lenhart Wealth first reported a position in ET in Q4 2018 and held it in 10 quarters. The position peaked at $160K in Q1 2019. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Energy Transfer Partners position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 462 Energy Transfer Partners shares in Q3 2022, an estimated $5K.
Graves Light Lenhart Wealth first reported a position in Energy Transfer Partners in Q4 2018 and held it in 10 quarters.
Graves Light Lenhart Wealth's Energy Transfer Partners position peaked at $160K in Q1 2019.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.