Selective Wealth Management’s Energy Transfer Partners ET Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-3,092	Closed	-$34K	–	292
2022 Q3	$34K	Hold	3,092	–	–	0.01%	345
2022 Q2	$31K	Buy	3,092 +2,452	+383%	+$27.5K	0.01%	399
2022 Q1	$7K	Hold	640	–	–	﹤0.01%	573
2021 Q4	$5K	Hold	640	–	–	﹤0.01%	544
2021 Q3	$6K	Hold	640	–	–	﹤0.01%	475
2021 Q2	$7K	Sell	640 -164	-20%	-$1.57K	0.01%	384
2021 Q1	$6K	Hold	804	–	–	0.01%	295
2020 Q4	$5K	Hold	804	–	–	﹤0.01%	288
2020 Q3	$4K	Hold	804	–	–	﹤0.01%	252
2020 Q2	$6K	Buy	804 +164	+26%	+$1.22K	0.01%	283
2020 Q1	$3K	Hold	640	–	–	﹤0.01%	241
2019 Q4	$8K	Hold	640	–	–	0.01%	178
2019 Q3	$8K	Buy	+640	New	+$8.92K	0.01%	182

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

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

TCA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Selective Wealth Management's ET Position: Q4 2022 in Review

Selective Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 3,092 shares — an estimated $34K sold.

Selective Wealth Management first reported a position in ET in Q3 2019 and held it in 13 quarters. The position peaked at $34K in Q3 2022. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

Selective Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 3,092 Energy Transfer Partners shares in Q4 2022, an estimated $34K.
Selective Wealth Management first reported a position in Energy Transfer Partners in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Energy Transfer Partners position peaked at $34K in Q3 2022.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.