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 Q1	–	Sell	-2,000	Closed	-$1K	–	302
2020 Q4	$1K	Buy	+2,000	New	+$12.1K	﹤0.01%	319

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

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

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

TCA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CCM

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

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

Natixis Paris, France $28B AUM 26.79% 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. 767 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.
767 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.