Lake Point Wealth Management’s Energy Transfer Partners ET Stock Holding History

Lake Point Wealth Management’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 Q2	$171K	Buy	17,177 +4,176	+32%	+$46.8K	0.1%	36
2022 Q1	$145K	Sell	13,001 -6,325	-33%	-$62.7K	0.07%	32
2021 Q4	$159K	Sell	19,326 -674	-3%	-$6.12K	0.07%	35
2021 Q3	$192K	Hold	20,000	–	–	0.09%	31
2021 Q2	$213K	Buy	+20,000	New	+$192K	0.1%	28
2020 Q1	$69K	Hold	15,000	–	–	0.06%	35
2019 Q4	$192K	Buy	+15,000	New	+$185K	0.06%	50
2019 Q2	$4K	Hold	261	–	–	﹤0.01%	451
2019 Q1	$4K	Buy	261 +5	+2%	+$74	﹤0.01%	451
2018 Q4	$3K	Buy	+256	New	+$3.89K	﹤0.01%	625

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 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

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

Lake Point Wealth Management's ET Position: Q2 2022 in Review

Lake Point Wealth Management increased its Energy Transfer Partners (ET) stake by 32% in Q2 2022, buying an estimated $46.8K and bringing the position to 17,177 shares worth $171K. The position accounts for 0.1% of the portfolio, ranked #36.

Lake Point Wealth Management first reported a position in ET in Q4 2018 and has held it in 10 quarters since. The position peaked at $213K in Q2 2021. 844 funds tracked by Wall St. Rank hold ET as of Q2 2022.

Lake Point Wealth Management held 17,177 shares of Energy Transfer Partners worth $171K as of Q2 2022.
Lake Point Wealth Management bought 4,176 Energy Transfer Partners shares in Q2 2022, an estimated $46.8K.
Energy Transfer Partners made up 0.1% of Lake Point Wealth Management's portfolio in Q2 2022, its #36 holding.
Lake Point Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Energy Transfer Partners position peaked at $213K in Q2 2021.
844 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.