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

Level 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
Q1 		– Sell
-493
Closed -$4K – 246
2021
Q4 		$4K Buy
+493
New +$4.48K ﹤0.01% 213

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AA
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Invesco
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Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Level Financial Advisors's ET Position: Q1 2022 in Review

Level Financial Advisors sold out of Energy Transfer Partners (ET) in Q1 2022, closing a stake of 493 shares — an estimated $4K sold.

Level Financial Advisors first reported a position in ET in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 827 funds tracked by Wall St. Rank hold ET as of Q1 2022.

  • Level Financial Advisors reported no remaining Energy Transfer Partners position as of Q1 2022 after selling out during the quarter.
  • Level Financial Advisors sold 493 Energy Transfer Partners shares in Q1 2022, an estimated $4K.
  • Level Financial Advisors first reported a position in Energy Transfer Partners in Q4 2021 and held it in 1 quarter.
  • Level Financial Advisors's Energy Transfer Partners position peaked at $4K in Q4 2021.
  • 827 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.