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Next Financial Group’s Energy Transfer Partners ET Stock Holding History

Next Financial Group’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 		$432K Sell
52,551
-2,941
-5% -$26.7K 0.03% 608
2021
Q3 		$532K Sell
55,492
-1,426
-3% -$13.7K 0.04% 441
2021
Q2 		$605K Buy
56,918
+14,024
+33% +$134K 0.05% 390
2021
Q1 		$329K Buy
42,894
+306
+0.7% +$2.23K 0.03% 583
2020
Q4 		$263K Sell
42,588
-3,712
-8% -$22.5K 0.03% 612
2020
Q3 		$251K Sell
46,300
-5,999
-11% -$38.1K 0.03% 546
2020
Q2 		$372K Buy
52,299
+497
+1% +$3.68K 0.04% 353
2020
Q1 		$238K Sell
51,802
-7,502
-13% -$79.9K 0.03% 486
2019
Q4 		$761K Buy
59,304
+2,330
+4% +$28.7K 0.08% 273
2019
Q3 		$745K Buy
56,974
+20,083
+54% +$280K 0.08% 279
2019
Q2 		$519K Buy
36,891
+34,891
+1,745% +$517K 0.06% 337
2019
Q1 		$31K Sell
2,000
-16,617
-89% -$247K 0.01% 853
2018
Q4 		$246K Buy
18,617
+18,089
+3,426% +$275K 0.05% 344
2018
Q3 		$9K Buy
+528
New +$9.38K ﹤0.01% 1008
2017
Q4 		– Sell
-528
Closed -$10K – 578
2017
Q3 		$10K Hold
528
– – ﹤0.01% 1206
2017
Q2 		$9K Sell
528
-700
-57% -$12.5K ﹤0.01% 1341
2017
Q1 		$23K Sell
1,228
-3,255
-73% -$61.3K 0.01% 994
2016
Q4 		$87K Sell
4,483
-50,000
-92% -$834K 0.02% 733
2016
Q3 		$915K Buy
54,483
+53,000
+3,574% +$895K 0.17% 139
2016
Q2 		$21K Hold
1,483
– – 0.01% 950
2016
Q1 		$10K Buy
1,483
+955
+181% +$7.5K ﹤0.01% 1152
2015
Q4 		$7K Buy
+528
New +$9.87K ﹤0.01% 1286
2014
Q4 		– Sell
-2,800
Closed -$86K – 2009
2014
Q3 		$86K Buy
2,800
+400
+17% +$11.7K 0.02% 708
2014
Q2 		$67K Buy
+2,400
New +$60.7K 0.03% 300

Other funds holding ET

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Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Next Financial Group's ET Position: Q4 2021 in Review

Next Financial Group reduced its Energy Transfer Partners (ET) stake by 5.3% in Q4 2021, selling an estimated $26.7K and leaving 52,551 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #608.

Next Financial Group first reported a position in ET in Q2 2014 and has held it in 24 quarters since. The position peaked at $915K in Q3 2016. 809 funds tracked by Wall St. Rank hold ET as of Q4 2021.

  • Next Financial Group held 52,551 shares of Energy Transfer Partners worth $432K as of Q4 2021.
  • Next Financial Group sold 2,941 Energy Transfer Partners shares in Q4 2021, an estimated $26.7K.
  • Energy Transfer Partners made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #608 holding.
  • Next Financial Group first reported a position in Energy Transfer Partners in Q2 2014 and has held it in 24 quarters since.
  • Next Financial Group's Energy Transfer Partners position peaked at $915K in Q3 2016.
  • 809 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.