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Sonora Investment Management’s Energy Transfer Partners ET Stock Holding History

Sonora Investment 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
2021
Q3 		$466K Buy
48,606
+6,200
+15% +$59.5K 0.06% 133
2021
Q2 		$451K Buy
42,406
+5,917
+16% +$56.7K 0.06% 135
2021
Q1 		$280K Buy
36,489
+4,003
+12% +$29.2K 0.02% 260
2020
Q4 		$201K Sell
32,486
-16,033
-33% -$97K 0.02% 295
2020
Q3 		$263K Buy
48,519
+7,157
+17% +$45.4K 0.02% 247
2020
Q2 		$294K Sell
41,362
-1,600
-4% -$11.9K 0.03% 218
2020
Q1 		$198K Buy
42,962
+820
+2% +$8.74K 0.02% 231
2019
Q4 		$541K Buy
42,142
+7,098
+20% +$87.5K 0.05% 179
2019
Q3 		$458K Buy
35,044
+5,034
+17% +$70.2K 0.05% 188
2019
Q2 		$423K Buy
30,010
+9,602
+47% +$142K 0.05% 190
2019
Q1 		$314K Buy
20,408
+150
+0.7% +$2.23K 0.04% 201
2018
Q4 		$268K Buy
20,258
+16,258
+406% +$247K 0.04% 201
2018
Q3 		$70K Hold
4,000
– – 0.01% 338
2018
Q2 		$69K Sell
4,000
-900
-18% -$14.8K 0.01% 330
2018
Q1 		$69.6K Sell
4,900
-1,200
-20% -$19.9K 0.01% 316
2017
Q4 		$105K Buy
6,100
+1,900
+45% +$32.4K 0.02% 257
2017
Q3 		$73K Hold
4,200
– – 0.01% 288
2017
Q2 		$75.4K Buy
4,200
+1,000
+31% +$17.8K 0.01% 284
2017
Q1 		$63.1K Buy
3,200
+300
+10% +$5.65K 0.01% 297
2016
Q4 		$56K Hold
2,900
– – 0.01% 278
2016
Q3 		$48.7K Buy
2,900
+900
+45% +$15.2K 0.01% 303
2016
Q2 		$28.7K Hold
2,000
– – 0.01% 339
2016
Q1 		$22.6K Buy
2,000
+1,000
+100% +$7.85K 0.01% 459
2015
Q4 		$14K Buy
+1,000
New +$18.7K ﹤0.01% 472

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Sonora Investment Management's ET Position: Q3 2021 in Review

Sonora Investment Management increased its Energy Transfer Partners (ET) stake by 15% in Q3 2021, buying an estimated $59.5K and bringing the position to 48,606 shares worth $466K. The position accounts for 0.06% of the portfolio, ranked #133.

Sonora Investment Management first reported a position in ET in Q4 2015 and has held it in 24 quarters since. The position peaked at $541K in Q4 2019. 767 funds tracked by Wall St. Rank hold ET as of Q3 2021.

  • Sonora Investment Management held 48,606 shares of Energy Transfer Partners worth $466K as of Q3 2021.
  • Sonora Investment Management bought 6,200 Energy Transfer Partners shares in Q3 2021, an estimated $59.5K.
  • Energy Transfer Partners made up 0.06% of Sonora Investment Management's portfolio in Q3 2021, its #133 holding.
  • Sonora Investment Management first reported a position in Energy Transfer Partners in Q4 2015 and has held it in 24 quarters since.
  • Sonora Investment Management's Energy Transfer Partners position peaked at $541K in Q4 2019.
  • 767 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.