Legacy Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Legacy Financial Advisors’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	-32,000	Closed	-$353K	–	247
2022 Q3	$353K	Hold	32,000	–	–	0.08%	137
2022 Q2	$319K	Hold	32,000	–	–	0.08%	143
2022 Q1	$358K	Hold	32,000	–	–	0.08%	141
2021 Q4	$263K	Hold	32,000	–	–	0.06%	162
2021 Q3	$307K	Hold	32,000	–	–	0.08%	118
2021 Q2	$340K	Hold	32,000	–	–	0.09%	110
2021 Q1	$246K	Buy	+32,000	New	+$234K	0.07%	134

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 21.71% 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 $1.33B AUM 25.12% 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

Legacy Financial Advisors's ET Position: Q4 2022 in Review

Legacy Financial Advisors sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 32,000 shares — an estimated $353K sold.

Legacy Financial Advisors first reported a position in ET in Q1 2021 and held it in 7 quarters. The position peaked at $358K in Q1 2022. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

Legacy Financial Advisors reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
Legacy Financial Advisors sold 32,000 Energy Transfer Partners shares in Q4 2022, an estimated $353K.
Legacy Financial Advisors first reported a position in Energy Transfer Partners in Q1 2021 and held it in 7 quarters.
Legacy Financial Advisors's Energy Transfer Partners position peaked at $358K in Q1 2022.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Legacy Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.