Reilly Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Reilly Financial Advisors’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	$11K	Hold	1,363	–	–	﹤0.01%	696
2021 Q3	$13K	Hold	1,363	–	–	﹤0.01%	611
2021 Q2	$14K	Hold	1,363	–	–	﹤0.01%	623
2021 Q1	$10K	Buy	1,363 +1,000	+275%	+$7.3K	﹤0.01%	696
2020 Q4	$2K	Hold	363	–	–	﹤0.01%	793
2020 Q3	$2K	Sell	363 -763	-68%	-$4.84K	﹤0.01%	745
2020 Q2	$8K	Hold	1,126	–	–	﹤0.01%	626
2020 Q1	$5K	Hold	1,126	–	–	﹤0.01%	676
2019 Q4	$14K	Sell	1,126 -1,000	-47%	-$12.3K	﹤0.01%	567
2019 Q3	$28K	Buy	+2,126	New	+$29.6K	﹤0.01%	446
2019 Q2	–	Hold	0	–	–	–	428
2019 Q1	–	Hold	0	–	–	–	399
2018 Q4	–	Hold	0	–	–	–	422
2014 Q2	–	Sell	-2,734	Closed	-$64K	–	839
2014 Q1	$64K	Buy	+2,734	New	+$59.1K	0.02%	236

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 23.41% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Reilly Financial Advisors's ET Position: Q4 2021 in Review

Reilly Financial Advisors held its Energy Transfer Partners (ET) position steady in Q4 2021 at 1,363 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Reilly Financial Advisors first reported a position in ET in Q1 2014 and has held it in 11 quarters since. The position peaked at $64K in Q1 2014. 809 funds tracked by Wall St. Rank hold ET as of Q4 2021.

Reilly Financial Advisors held 1,363 shares of Energy Transfer Partners worth $11K as of Q4 2021.
Reilly Financial Advisors left its Energy Transfer Partners share count unchanged in Q4 2021.
Energy Transfer Partners made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #696 holding.
Reilly Financial Advisors first reported a position in Energy Transfer Partners in Q1 2014 and has held it in 11 quarters since.
Reilly Financial Advisors's Energy Transfer Partners position peaked at $64K in Q1 2014.
809 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.