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	–	302
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 $24.2B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $761B 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

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