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SWM
Segment Wealth Management’s
Energy Transfer Partners
ET
Stock Holding History
Segment Wealth Management’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-11,280
Closed
-$120K
–
232
2021
Q2
$120K
Buy
+11,280
New
+$108K
0.01%
223
2015
Q4
–
Sell
-58,514
Closed
-$1.22M
–
162
2015
Q3
$1.22M
Buy
58,514
+1,678
+3%
+$47.4K
0.47%
64
2015
Q2
$1.82M
Sell
56,836
-3,452
-6%
-$116K
0.63%
63
2015
Q1
$1.91M
Buy
60,288
+18,040
+43%
+$535K
0.64%
60
2014
Q4
$1.21M
Sell
42,248
-1,400
-3%
-$40.3K
0.47%
63
2014
Q3
$1.35M
Buy
43,648
+1,600
+4%
+$47K
0.51%
63
2014
Q2
$1.24M
Buy
42,048
+7,252
+21%
+$183K
0.48%
65
2014
Q1
$813K
Hold
34,796
–
–
0.38%
71
2013
Q4
$711K
Hold
34,796
–
–
0.35%
75
2013
Q3
$572K
Sell
34,796
-800
-2%
-$12.7K
0.31%
79
2013
Q2
$532K
Buy
+35,596
New
+$520K
0.32%
76
Other funds holding ET
Blackstone Inc
New York
$24.2B AUM
26.83%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
AA
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
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
$564B AUM
30.12%
1-Year Est. Return
N
Natixis
Paris, France
$25B AUM
26.79%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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