Investors Asset Management of Georgia’s Energy Transfer Partners ET Stock Holding History

Investors Asset Management of Georgia’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	-7,880	Closed	-$87K	–	295
2022 Q3	$87K	Buy	7,880 +2,040	+35%	+$22.7K	0.04%	228
2022 Q2	$58K	Buy	+5,840	New	+$65.4K	0.03%	249

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investors Asset Management of Georgia's ET Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 7,880 shares — an estimated $87K sold.

Investors Asset Management of Georgia first reported a position in ET in Q2 2022 and held it in 2 quarters. The position peaked at $87K in Q3 2022. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 7,880 Energy Transfer Partners shares in Q4 2022, an estimated $87K.
Investors Asset Management of Georgia first reported a position in Energy Transfer Partners in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Energy Transfer Partners position peaked at $87K in Q3 2022.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.