Lenox Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Lenox Wealth 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 Q1	$19K	Buy	1,693 +375	+28%	+$3.72K	﹤0.01%	387
2021 Q4	$11K	Hold	1,318	–	–	﹤0.01%	495
2021 Q3	$13K	Hold	1,318	–	–	﹤0.01%	434
2021 Q2	$14K	Hold	1,318	–	–	﹤0.01%	421
2021 Q1	$10K	Hold	1,318	–	–	﹤0.01%	419
2020 Q4	$8K	Hold	1,318	–	–	﹤0.01%	449
2020 Q3	$7K	Hold	1,318	–	–	﹤0.01%	407
2020 Q2	$9K	Hold	1,318	–	–	﹤0.01%	388
2020 Q1	$6K	Hold	1,318	–	–	﹤0.01%	399
2019 Q4	$17K	Sell	1,318 -7,469	-85%	-$92K	﹤0.01%	359
2019 Q3	$115K	Buy	+8,787	New	+$123K	0.02%	102
2014 Q1	–	Sell	-8,520	Closed	-$174K	–	235
2013 Q4	$174K	Buy	+8,520	New	+$153K	0.12%	26

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

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

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

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

TCA

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lenox Wealth Advisors's ET Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Energy Transfer Partners (ET) stake by 28% in Q1 2022, buying an estimated $3.72K and bringing the position to 1,693 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Lenox Wealth Advisors first reported a position in ET in Q4 2013 and has held it in 12 quarters since. The position peaked at $174K in Q4 2013. 827 funds tracked by Wall St. Rank hold ET as of Q1 2022.

Lenox Wealth Advisors held 1,693 shares of Energy Transfer Partners worth $19K as of Q1 2022.
Lenox Wealth Advisors bought 375 Energy Transfer Partners shares in Q1 2022, an estimated $3.72K.
Energy Transfer Partners made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #387 holding.
Lenox Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2013 and has held it in 12 quarters since.
Lenox Wealth Advisors's Energy Transfer Partners position peaked at $174K in Q4 2013.
827 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.