Smith Salley Wealth Management’s Energy Transfer Partners ET Stock Holding History

Smith Salley 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 Q3	–	Sell	-23,208	Closed	-$232K	–	218
2022 Q2	$232K	Buy	+23,208	New	+$260K	0.02%	203

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

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

Smith Salley Wealth Management's ET Position: Q3 2022 in Review

Smith Salley Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2022, closing a stake of 23,208 shares — an estimated $232K sold.

Smith Salley Wealth Management first reported a position in ET in Q2 2022 and held it in 1 quarter. The position peaked at $232K in Q2 2022. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

Smith Salley Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 23,208 Energy Transfer Partners shares in Q3 2022, an estimated $232K.
Smith Salley Wealth Management first reported a position in Energy Transfer Partners in Q2 2022 and held it in 1 quarter.
Smith Salley Wealth Management's Energy Transfer Partners position peaked at $232K in Q2 2022.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on Smith Salley Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.