IP
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Investment Partners’s Energy Transfer Partners ET Stock Holding History

Investment Partners’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
-24,149
Closed -$266K – 171
2022
Q3 		$266K Buy
+24,149
New +$269K 0.08% 215
2016
Q4 		– Sell
-13,584
Closed -$228K – 133
2016
Q3 		$228K Buy
+13,584
New +$229K 0.13% 161
2016
Q2 		– Sell
-13,487
Closed -$185K – 130
2016
Q1 		$185K Buy
+13,487
New +$106K 0.12% 160

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Morgan Stanley
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Invesco
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AWA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return