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Mosaic Family Wealth’s Energy Transfer Partners ET Stock Holding History

Mosaic Family Wealth’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 		$230K Sell
27,925
-4,226
-13% -$38.4K 0.06% 161
2021
Q3 		$308K Sell
32,151
-3,803
-11% -$36.5K 0.09% 128
2021
Q2 		$382K Buy
35,954
+1,572
+5% +$15.1K 0.11% 113
2021
Q1 		$264K Sell
34,382
-5,038
-13% -$36.8K 0.08% 130
2020
Q4 		$244K Sell
39,420
-9,004
-19% -$54.5K 0.08% 132
2020
Q3 		$262K Sell
48,424
-2,828
-6% -$17.9K 0.1% 118
2020
Q2 		$365K Buy
51,252
+637
+1% +$4.72K 0.15% 89
2020
Q1 		$233K Sell
50,615
-4,446
-8% -$47.4K 0.12% 113
2019
Q4 		$706K Buy
55,061
+312
+0.6% +$3.85K 0.28% 54
2019
Q3 		$716K Sell
54,749
-3,552
-6% -$49.5K 0.3% 56
2019
Q2 		$821K Sell
58,301
-264
-0.5% -$3.91K 0.34% 46
2019
Q1 		$900K Buy
58,565
+91
+0.2% +$1.35K 0.36% 40
2018
Q4 		$772K Sell
58,474
-424
-0.7% -$6.44K 0.32% 46
2018
Q3 		$879K Buy
58,898
+31,215
+113% +$554K 0.36% 41
2018
Q2 		$478K Sell
27,683
-1,773
-6% -$29.1K 0.18% 81
2018
Q1 		$419K Sell
29,456
-293
-1% -$4.87K 0.15% 89
2017
Q4 		$513K Sell
29,749
-3,727
-11% -$63.5K 0.19% 78
2017
Q3 		$582K Sell
33,476
-2,918
-8% -$51K 0.23% 82
2017
Q2 		$654K Sell
36,394
-12,810
-26% -$228K 0.27% 67
2017
Q1 		$971K Sell
49,204
-2,064
-4% -$38.9K 0.42% 41
2016
Q4 		$990K Sell
51,268
-4,017
-7% -$67K 0.46% 38
2016
Q3 		$928K Sell
55,285
-2,555
-4% -$43.1K 0.43% 40
2016
Q2 		$832K Sell
57,840
-1,514
-3% -$18.1K 0.4% 44
2016
Q1 		$423K Sell
59,354
-8,444
-12% -$66.3K 0.2% 93
2015
Q4 		$931K Buy
+67,798
New +$1.27M 0.41% 40

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
UBS Group
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

Mosaic Family Wealth's ET Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Energy Transfer Partners (ET) stake by 13% in Q4 2021, selling an estimated $38.4K and leaving 27,925 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #161.

Mosaic Family Wealth first reported a position in ET in Q4 2015 and has held it in 25 quarters since. The position peaked at $990K in Q4 2016. 809 funds tracked by Wall St. Rank hold ET as of Q4 2021.

  • Mosaic Family Wealth held 27,925 shares of Energy Transfer Partners worth $230K as of Q4 2021.
  • Mosaic Family Wealth sold 4,226 Energy Transfer Partners shares in Q4 2021, an estimated $38.4K.
  • Energy Transfer Partners made up 0.06% of Mosaic Family Wealth's portfolio in Q4 2021, its #161 holding.
  • Mosaic Family Wealth first reported a position in Energy Transfer Partners in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Energy Transfer Partners position peaked at $990K in Q4 2016.
  • 809 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.