Money Concepts Capital’s Energy Transfer Partners ET Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-85,512	Closed	-$1.02M	–	1217
2022 Q4	$1.02M	Buy	+85,512	New	+$1.03M	0.05%	293
2022 Q2	–	Sell	-65,117	Closed	-$729K	–	1780
2022 Q1	$729K	Buy	+65,117	New	+$646K	0.04%	351

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

TCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Money Concepts Capital's ET Position: Q1 2023 in Review

Money Concepts Capital sold out of Energy Transfer Partners (ET) in Q1 2023, closing a stake of 85,512 shares — an estimated $1.02M sold.

Money Concepts Capital first reported a position in ET in Q1 2022 and held it in 2 quarters. The position peaked at $1.02M in Q4 2022. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

Money Concepts Capital reported no remaining Energy Transfer Partners position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 85,512 Energy Transfer Partners shares in Q1 2023, an estimated $1.02M.
Money Concepts Capital first reported a position in Energy Transfer Partners in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Energy Transfer Partners position peaked at $1.02M in Q4 2022.
928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.