Paradigm Strategies in Wealth Management’s Energy Transfer Partners ET Stock Holding History

Paradigm Strategies in 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 Q3	–	Sell	-1,302	Closed	-$14K	–	100
2021 Q2	$14K	Hold	1,302	–	–	0.01%	153
2021 Q1	$10K	Buy	+1,302	New	+$9.51K	0.01%	158

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

TCA

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

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

KACA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

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

Paradigm Strategies in Wealth Management's ET Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2021, closing a stake of 1,302 shares — an estimated $14K sold.

Paradigm Strategies in Wealth Management first reported a position in ET in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 767 funds tracked by Wall St. Rank hold ET as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 1,302 Energy Transfer Partners shares in Q3 2021, an estimated $14K.
Paradigm Strategies in Wealth Management first reported a position in Energy Transfer Partners in Q1 2021 and held it in 2 quarters.
Paradigm Strategies in Wealth Management's Energy Transfer Partners position peaked at $14K in Q2 2021.
767 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.