Schwarz Dygos Wheeler Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q3	–	Sell	-13,140	Closed	-$140K	–	134
2021 Q2	$140K	Hold	13,140	–	–	0.05%	130
2021 Q1	$101K	Hold	13,140	–	–	0.04%	125
2020 Q4	$81K	Hold	13,140	–	–	0.04%	112
2020 Q3	$71K	Hold	13,140	–	–	0.04%	102
2020 Q2	$84K	Buy	+13,140	New	+$97.4K	0.05%	91

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

TCA

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

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

KACA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

Schwarz Dygos Wheeler Investment Advisors's ET Position: Q3 2021 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Energy Transfer Partners (ET) in Q3 2021, closing a stake of 13,140 shares — an estimated $140K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ET in Q2 2020 and held it in 5 quarters. The position peaked at $140K in Q2 2021. 767 funds tracked by Wall St. Rank hold ET as of Q3 2021.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Energy Transfer Partners position as of Q3 2021 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 13,140 Energy Transfer Partners shares in Q3 2021, an estimated $140K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Energy Transfer Partners in Q2 2020 and held it in 5 quarters.
Schwarz Dygos Wheeler Investment Advisors's Energy Transfer Partners position peaked at $140K in Q2 2021.
767 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.