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IWA
IBEX Wealth Advisors’s
Energy Transfer Partners
ET
Stock Holding History
IBEX Wealth 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
2021
Q4
–
Sell
-192
Closed
-$2K
–
262
2021
Q3
$2K
Buy
+192
New
+$1.84K
﹤0.01%
427
2019
Q3
–
Sell
-110,533
Closed
-$1.56M
–
158
2019
Q2
$1.56M
Buy
110,533
+7,896
+8%
+$117K
0.45%
92
2019
Q1
$1.58M
Buy
102,637
+75,509
+278%
+$1.12M
0.55%
77
2018
Q4
$358K
Sell
27,128
-13,563
-33%
-$206K
0.16%
69
2018
Q3
$736K
Sell
40,691
-7,676
-16%
-$136K
0.26%
77
2018
Q2
$685K
Buy
+48,367
New
+$794K
0.27%
80
2017
Q4
–
Sell
-41,461
Closed
-$742K
–
100
2017
Q3
$742K
Sell
41,461
-1,274
-3%
-$22.3K
0.27%
86
2017
Q2
$762K
Buy
+42,735
New
+$760K
0.3%
85
2017
Q1
–
Sell
-4,606
Closed
-$83K
–
167
2016
Q4
$83K
Buy
+4,606
New
+$76.9K
0.04%
152
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1-Year Est. Return
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Los Angeles, California
$5.22B AUM
17.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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