Howe & Rusling’s Energy Transfer Partners ET Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-1,776	Closed	-$20K	–	555
2022 Q3	$20K	Buy	+1,776	New	+$19.8K	﹤0.01%	423
2020 Q4	–	Sell	-14,781	Closed	-$80K	–	953
2020 Q3	$80K	Buy	+14,781	New	+$93.8K	0.01%	221
2019 Q4	–	Sell	-454	Closed	-$6K	–	837
2019 Q3	$6K	Hold	454	–	–	﹤0.01%	519
2019 Q2	$6K	Hold	454	–	–	﹤0.01%	506
2019 Q1	$7K	Buy	+454	New	+$6.75K	﹤0.01%	486

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

Natixis Paris, France $24.8B AUM 35.22% 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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Howe & Rusling's ET Position: Q4 2022 in Review

Howe & Rusling sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 1,776 shares — an estimated $20K sold.

Howe & Rusling first reported a position in ET in Q1 2019 and held it in 5 quarters. The position peaked at $80K in Q3 2020. 914 funds tracked by Wall St. Rank hold ET as of Q4 2022.

Howe & Rusling reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 1,776 Energy Transfer Partners shares in Q4 2022, an estimated $20K.
Howe & Rusling first reported a position in Energy Transfer Partners in Q1 2019 and held it in 5 quarters.
Howe & Rusling's Energy Transfer Partners position peaked at $80K in Q3 2020.
914 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.