Pinnacle Private Wealth’s Energy Transfer Partners ET Stock Holding History

Pinnacle Private 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
2022 Q2	$164K	Sell	16,441 -3,379	-17%	-$37.8K	0.06%	263
2022 Q1	$222K	Sell	19,820 -776	-4%	-$7.7K	0.07%	267
2021 Q4	$170K	Buy	+20,596	New	+$187K	0.05%	285

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Pinnacle Private Wealth's ET Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Energy Transfer Partners (ET) stake by 17% in Q2 2022, selling an estimated $37.8K and leaving 16,441 shares worth $164K. The position accounts for 0.06% of the portfolio, ranked #263.

Pinnacle Private Wealth first reported a position in ET in Q4 2021 and has held it in 3 quarters since. The position peaked at $222K in Q1 2022. 844 funds tracked by Wall St. Rank hold ET as of Q2 2022.

Pinnacle Private Wealth held 16,441 shares of Energy Transfer Partners worth $164K as of Q2 2022.
Pinnacle Private Wealth sold 3,379 Energy Transfer Partners shares in Q2 2022, an estimated $37.8K.
Energy Transfer Partners made up 0.06% of Pinnacle Private Wealth's portfolio in Q2 2022, its #263 holding.
Pinnacle Private Wealth first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Energy Transfer Partners position peaked at $222K in Q1 2022.
844 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.