New World Advisors’s Energy Transfer Partners ET Stock Holding History

New World Advisors’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
2022 Q4	–	Sell	-11,800	Closed	-$130K	–	70
2022 Q3	$130K	Buy	+11,800	New	+$131K	0.06%	54

Other funds holding ET

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TCA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

New World Advisors's ET Position: Q4 2022 in Review

New World Advisors sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 11,800 shares — an estimated $130K sold.

New World Advisors first reported a position in ET in Q3 2022 and held it in 1 quarter. The position peaked at $130K in Q3 2022. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

New World Advisors reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
New World Advisors sold 11,800 Energy Transfer Partners shares in Q4 2022, an estimated $130K.
New World Advisors first reported a position in Energy Transfer Partners in Q3 2022 and held it in 1 quarter.
New World Advisors's Energy Transfer Partners position peaked at $130K in Q3 2022.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on New World Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.