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	–	260
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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

IBEX Wealth Advisors's ET Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Energy Transfer Partners (ET) in Q4 2021, closing a stake of 192 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in ET in Q4 2016 and held it in 9 quarters. The position peaked at $1.58M in Q1 2019. 808 funds tracked by Wall St. Rank hold ET as of Q4 2021.

IBEX Wealth Advisors reported no remaining Energy Transfer Partners position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 192 Energy Transfer Partners shares in Q4 2021, an estimated $2K.
IBEX Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2016 and held it in 9 quarters.
IBEX Wealth Advisors's Energy Transfer Partners position peaked at $1.58M in Q1 2019.
808 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.