HC Financial Advisors’s Energy Transfer Partners ET Stock Holding History

HC Financial 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 Q1	–	Sell	-2,000	Closed	-$16K	–	317
2021 Q4	$16K	Hold	2,000	–	–	0.01%	217
2021 Q3	$19K	Hold	2,000	–	–	0.01%	196
2021 Q2	$21K	Hold	2,000	–	–	0.01%	187
2021 Q1	$15K	Hold	2,000	–	–	0.01%	213
2020 Q4	$12K	Sell	2,000 -804	-29%	-$4.86K	0.01%	246
2020 Q3	$15K	Buy	2,804 +36	+1%	+$228	0.01%	208
2020 Q2	$20K	Sell	2,768 -700	-20%	-$5.19K	0.02%	175
2020 Q1	$16K	Buy	+3,468	New	+$37K	0.01%	193

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HC Financial Advisors's ET Position: Q1 2022 in Review

HC Financial Advisors sold out of Energy Transfer Partners (ET) in Q1 2022, closing a stake of 2,000 shares — an estimated $16K sold.

HC Financial Advisors first reported a position in ET in Q1 2020 and held it in 8 quarters. The position peaked at $21K in Q2 2021. 827 funds tracked by Wall St. Rank hold ET as of Q1 2022.

HC Financial Advisors reported no remaining Energy Transfer Partners position as of Q1 2022 after selling out during the quarter.
HC Financial Advisors sold 2,000 Energy Transfer Partners shares in Q1 2022, an estimated $16K.
HC Financial Advisors first reported a position in Energy Transfer Partners in Q1 2020 and held it in 8 quarters.
HC Financial Advisors's Energy Transfer Partners position peaked at $21K in Q2 2021.
827 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.