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

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

Investment Partners's ET Position: Q4 2022 in Review

Investment Partners sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 24,149 shares — an estimated $266K sold.

Investment Partners first reported a position in ET in Q1 2016 and held it in 3 quarters. The position peaked at $266K in Q3 2022. 914 funds tracked by Wall St. Rank hold ET as of Q4 2022.

Investment Partners reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 24,149 Energy Transfer Partners shares in Q4 2022, an estimated $266K.
Investment Partners first reported a position in Energy Transfer Partners in Q1 2016 and held it in 3 quarters.
Investment Partners's Energy Transfer Partners position peaked at $266K in Q3 2022.
914 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.