HWM
ET icon

Hohimer Wealth Management’s Energy Transfer Partners ET Stock Holding History

Hohimer Wealth Management’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
2021
Q4 		– Sell
-13,200
Closed -$126K – 215
2021
Q3 		$126K Buy
+13,200
New +$127K 0.03% 172

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Hohimer Wealth Management's ET Position: Q4 2021 in Review

Hohimer Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2021, closing a stake of 13,200 shares — an estimated $126K sold.

Hohimer Wealth Management first reported a position in ET in Q3 2021 and held it in 1 quarter. The position peaked at $126K in Q3 2021. 809 funds tracked by Wall St. Rank hold ET as of Q4 2021.

  • Hohimer Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2021 after selling out during the quarter.
  • Hohimer Wealth Management sold 13,200 Energy Transfer Partners shares in Q4 2021, an estimated $126K.
  • Hohimer Wealth Management first reported a position in Energy Transfer Partners in Q3 2021 and held it in 1 quarter.
  • Hohimer Wealth Management's Energy Transfer Partners position peaked at $126K in Q3 2021.
  • 809 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on Hohimer Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.