RGT Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

RGT Wealth 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
2022 Q3	$247K	Hold	22,426	–	–	0.04%	66
2022 Q2	$224K	Hold	22,426	–	–	0.04%	75
2022 Q1	$251K	Buy	22,426 +9,426	+73%	+$93.5K	0.04%	69
2021 Q4	$107K	Sell	13,000 -15,100	-54%	-$137K	0.02%	110
2021 Q3	$269K	Hold	28,100	–	–	0.05%	41
2021 Q2	$299K	Hold	28,100	–	–	0.05%	40
2021 Q1	$216K	Sell	28,100 -47,024	-63%	-$343K	0.04%	54
2020 Q4	$464K	Buy	+75,124	New	+$454K	0.1%	33
2018 Q3	–	Sell	-20,216	Closed	-$349K	–	43
2018 Q2	$349K	Buy	20,216 +2,074	+11%	+$34.1K	1.12%	22
2018 Q1	$258K	Buy	18,142 +1,000	+6%	+$16.6K	0.12%	81
2017 Q4	$296K	Hold	17,142	–	–	0.16%	66
2017 Q3	$298K	Hold	17,142	–	–	0.2%	57
2017 Q2	$308K	Hold	17,142	–	–	0.21%	52
2017 Q1	$338K	Sell	17,142 -19,273	-53%	-$363K	0.23%	54
2016 Q4	$703K	Hold	36,415	–	–	0.4%	35
2016 Q3	$611K	Buy	+36,415	New	+$615K	0.38%	39

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 23.41% 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

RGT Wealth Advisors's ET Position: Q3 2022 in Review

RGT Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q3 2022 at 22,426 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #66.

RGT Wealth Advisors first reported a position in ET in Q3 2016 and has held it in 16 quarters since. The position peaked at $703K in Q4 2016. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

RGT Wealth Advisors held 22,426 shares of Energy Transfer Partners worth $247K as of Q3 2022.
RGT Wealth Advisors left its Energy Transfer Partners share count unchanged in Q3 2022.
Energy Transfer Partners made up 0.04% of RGT Wealth Advisors's portfolio in Q3 2022, its #66 holding.
RGT Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2016 and has held it in 16 quarters since.
RGT Wealth Advisors's Energy Transfer Partners position peaked at $703K in Q4 2016.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.