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

Level Four Financial’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
2021 Q3	$388K	Buy	40,514 +306	+0.8%	+$2.94K	0.17%	154
2021 Q2	$427K	Sell	40,208 -491	-1%	-$4.7K	0.18%	153
2021 Q1	$313K	Buy	40,699 +11,062	+37%	+$80.8K	0.15%	192
2020 Q4	$183K	Buy	+29,637	New	+$179K	0.08%	283

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Level Four Financial's ET Position: Q3 2021 in Review

Level Four Financial increased its Energy Transfer Partners (ET) stake by 0.76% in Q3 2021, buying an estimated $2.94K and bringing the position to 40,514 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #154.

Level Four Financial first reported a position in ET in Q4 2020 and has held it in 4 quarters since. The position peaked at $427K in Q2 2021. 769 funds tracked by Wall St. Rank hold ET as of Q3 2021.

Level Four Financial held 40,514 shares of Energy Transfer Partners worth $388K as of Q3 2021.
Level Four Financial bought 306 Energy Transfer Partners shares in Q3 2021, an estimated $2.94K.
Energy Transfer Partners made up 0.17% of Level Four Financial's portfolio in Q3 2021, its #154 holding.
Level Four Financial first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Energy Transfer Partners position peaked at $427K in Q2 2021.
769 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.