Liberty Wealth Management’s Energy Transfer Partners ET Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-103	Closed	-$1K	–	456
2021 Q3	$1K	Buy	103 +1	+1%	+$10	﹤0.01%	1105
2021 Q2	$1K	Sell	102 -82	-45%	-$786	﹤0.01%	985
2021 Q1	$1K	Hold	184	–	–	﹤0.01%	862
2020 Q4	$1K	Buy	184 +5	+3%	+$30	﹤0.01%	860
2020 Q3	$1K	Buy	179 +75	+72%	+$476	﹤0.01%	799
2020 Q2	$1K	Buy	104 +4	+4%	+$30	﹤0.01%	779
2020 Q1	$0	Buy	+100	New	+$1.07K	﹤0.01%	912

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 21.71% 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

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

KACA

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

Liberty Wealth Management's ET Position: Q4 2021 in Review

Liberty Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2021, closing a stake of 103 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in ET in Q1 2020 and held it in 7 quarters. The position peaked at $1K in Q3 2021. 809 funds tracked by Wall St. Rank hold ET as of Q4 2021.

Liberty Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 103 Energy Transfer Partners shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Energy Transfer Partners in Q1 2020 and held it in 7 quarters.
Liberty Wealth Management's Energy Transfer Partners position peaked at $1K in Q3 2021.
809 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.