RegentAtlantic Capital’s Energy Transfer Partners ET Stock Holding History

RegentAtlantic Capital’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 Q3	$188K	Buy	17,027 +5,001	+42%	+$55.7K	0.01%	638
2022 Q2	$120K	Hold	12,026	–	–	﹤0.01%	659
2022 Q1	$135K	Buy	12,026 +25	+0.2%	+$248	﹤0.01%	671
2021 Q4	$99K	Sell	12,001 -927	-7%	-$8.42K	﹤0.01%	675
2021 Q3	$124K	Sell	12,928 -391	-3%	-$3.75K	﹤0.01%	646
2021 Q2	$142K	Hold	13,319	–	–	﹤0.01%	629
2021 Q1	$102K	Sell	13,319 -1,920	-13%	-$14K	﹤0.01%	541
2020 Q4	$94K	Sell	15,239 -17,837	-54%	-$108K	﹤0.01%	488
2020 Q3	$179K	Buy	33,076 +21,101	+176%	+$134K	0.01%	470
2020 Q2	$85K	Sell	11,975 -109	-0.9%	-$808	﹤0.01%	466
2020 Q1	$56K	Buy	12,084 +736	+6%	+$7.84K	﹤0.01%	410
2019 Q4	$146K	Buy	+11,348	New	+$140K	0.01%	454

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

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

KACA

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

RegentAtlantic Capital's ET Position: Q3 2022 in Review

RegentAtlantic Capital increased its Energy Transfer Partners (ET) stake by 42% in Q3 2022, buying an estimated $55.7K and bringing the position to 17,027 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #638.

RegentAtlantic Capital first reported a position in ET in Q4 2019 and has held it in 12 quarters since. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

RegentAtlantic Capital held 17,027 shares of Energy Transfer Partners worth $188K as of Q3 2022.
RegentAtlantic Capital bought 5,001 Energy Transfer Partners shares in Q3 2022, an estimated $55.7K.
Energy Transfer Partners made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #638 holding.
RegentAtlantic Capital first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 12 quarters since.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.