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Laurel Wealth Advisors (California)’s Energy Transfer Partners ET Stock Holding History

Laurel Wealth Advisors (California)’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 		$584K Buy
49,188
+3,029
+7% +$36.3K 0.06% 328
2022
Q3 		$509K Buy
46,159
+1,534
+3% +$17.1K 0.05% 336
2022
Q2 		$445K Sell
44,625
-5,825
-12% -$65.2K 0.05% 387
2022
Q1 		$565K Sell
50,450
-555
-1% -$5.5K 0.05% 377
2021
Q4 		$420K Buy
51,005
+2,171
+4% +$19.7K 0.03% 505
2021
Q3 		$468K Sell
48,834
-3,973
-8% -$38.1K 0.09% 246
2021
Q2 		$561K Sell
52,807
-6,282
-11% -$60.2K 0.07% 257
2021
Q1 		$454K Sell
59,089
-10,975
-16% -$80.1K 0.07% 274
2020
Q4 		$433K Sell
70,064
-19,198
-22% -$116K 0.06% 274
2020
Q3 		$484K Buy
89,262
+17,387
+24% +$110K 0.08% 229
2020
Q2 		$512K Buy
71,875
+15,540
+28% +$115K 0.09% 216
2020
Q1 		$259K Buy
56,335
+16,135
+40% +$172K 0.06% 307
2019
Q4 		$516K Sell
40,200
-7,251
-15% -$89.3K 0.09% 241
2019
Q3 		$621K Buy
47,451
+5,896
+14% +$82.2K 0.11% 215
2019
Q2 		$585K Buy
41,555
+105
+0.3% +$1.55K 0.13% 177
2019
Q1 		$637K Buy
41,450
+98
+0.2% +$1.46K 0.16% 150
2018
Q4 		$546K Buy
41,352
+12,790
+45% +$194K 0.16% 148
2018
Q3 		$497K Hold
28,562
– – 0.12% 195
2018
Q2 		$492K Sell
28,562
-1,275
-4% -$20.9K 0.13% 181
2018
Q1 		$423K Sell
29,837
-1,400
-4% -$23.3K 0.13% 190
2017
Q4 		$539K Hold
31,237
– – 0.16% 162
2017
Q3 		$542K Hold
31,237
– – 0.18% 134
2017
Q2 		$561K Hold
31,237
– – 0.2% 125
2017
Q1 		$616K Hold
31,237
– – 0.24% 110
2016
Q4 		$603K Sell
31,237
-2,960
-9% -$49.4K 0.27% 104
2016
Q3 		$574K Sell
34,197
-325
-0.9% -$5.49K 0.27% 103
2016
Q2 		$496K Sell
34,522
-1,420
-4% -$16.9K 0.24% 109
2016
Q1 		$256K Sell
35,942
-4,560
-11% -$35.8K 0.13% 194
2015
Q4 		$556K Buy
+40,502
New +$757K 0.29% 96

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
N
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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

Laurel Wealth Advisors (California)'s ET Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Energy Transfer Partners (ET) stake by 6.6% in Q4 2022, buying an estimated $36.3K and bringing the position to 49,188 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #328.

Laurel Wealth Advisors (California) first reported a position in ET in Q4 2015 and has held it in 29 quarters since. The position peaked at $637K in Q1 2019. 914 funds tracked by Wall St. Rank hold ET as of Q4 2022.

  • Laurel Wealth Advisors (California) held 49,188 shares of Energy Transfer Partners worth $584K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 3,029 Energy Transfer Partners shares in Q4 2022, an estimated $36.3K.
  • Energy Transfer Partners made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #328 holding.
  • Laurel Wealth Advisors (California) first reported a position in Energy Transfer Partners in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Energy Transfer Partners position peaked at $637K in Q1 2019.
  • 914 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.