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Intercontinental Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Intercontinental 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
Q3 		– Sell
-11,050
Closed -$117K – 288
2021
Q2 		$117K Hold
11,050
– – 0.02% 283
2021
Q1 		$85K Buy
+11,050
New +$80.7K 0.02% 271

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AA
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TCA
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Morgan Stanley
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KACA
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CCM
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N
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Intercontinental Wealth Advisors's ET Position: Q3 2021 in Review

Intercontinental Wealth Advisors sold out of Energy Transfer Partners (ET) in Q3 2021, closing a stake of 11,050 shares — an estimated $117K sold.

Intercontinental Wealth Advisors first reported a position in ET in Q1 2021 and held it in 2 quarters. The position peaked at $117K in Q2 2021. 767 funds tracked by Wall St. Rank hold ET as of Q3 2021.

  • Intercontinental Wealth Advisors reported no remaining Energy Transfer Partners position as of Q3 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 11,050 Energy Transfer Partners shares in Q3 2021, an estimated $117K.
  • Intercontinental Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2021 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Energy Transfer Partners position peaked at $117K in Q2 2021.
  • 767 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.