PBMares Wealth Management’s Energy Transfer Partners ET Stock Holding History

PBMares 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
2023 Q2	–	Sell	-12,472	Closed	-$156K	–	169
2023 Q1	$156K	Hold	12,472	–	–	0.06%	169
2022 Q4	$148K	Buy	+12,472	New	+$150K	0.06%	163

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

TCA

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

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

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

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

PBMares Wealth Management's ET Position: Q2 2023 in Review

PBMares Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 12,472 shares — an estimated $156K sold.

PBMares Wealth Management first reported a position in ET in Q4 2022 and held it in 2 quarters. The position peaked at $156K in Q1 2023. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

PBMares Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
PBMares Wealth Management sold 12,472 Energy Transfer Partners shares in Q2 2023, an estimated $156K.
PBMares Wealth Management first reported a position in Energy Transfer Partners in Q4 2022 and held it in 2 quarters.
PBMares Wealth Management's Energy Transfer Partners position peaked at $156K in Q1 2023.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on PBMares Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.