Sterling Investment Advisors (Pennsylvania)’s Energy Transfer Partners ET Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-5,760	Closed	-$57K	–	239
2022 Q2	$57K	Hold	5,760	–	–	0.02%	216
2022 Q1	$64K	Hold	5,760	–	–	0.02%	232
2021 Q4	$47K	Sell	5,760 -2,600	-31%	-$23.6K	0.01%	259
2021 Q3	$80K	Buy	8,360 +2,600	+45%	+$25K	0.02%	212
2021 Q2	$61K	Hold	5,760	–	–	0.02%	237
2021 Q1	$44K	Hold	5,760	–	–	0.01%	249
2020 Q4	$36K	Hold	5,760	–	–	0.01%	253
2020 Q3	$31K	Sell	5,760 -1,024	-15%	-$6.5K	0.01%	255
2020 Q2	$48K	Sell	6,784 -4,400	-39%	-$32.6K	0.02%	214
2020 Q1	$51K	Sell	11,184 -1,295	-10%	-$13.8K	0.03%	188
2019 Q4	$160K	Sell	12,479 -1,024	-8%	-$12.6K	0.07%	123
2019 Q3	$177K	Hold	13,503	–	–	0.09%	117
2019 Q2	$190K	Hold	13,503	–	–	0.1%	117
2019 Q1	$208K	Hold	13,503	–	–	0.11%	113
2018 Q4	$178K	Buy	+13,503	New	+$205K	0.1%	112

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 23.41% 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

Sterling Investment Advisors (Pennsylvania)'s ET Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Energy Transfer Partners (ET) in Q3 2022, closing a stake of 5,760 shares — an estimated $57K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ET in Q4 2018 and held it in 15 quarters. The position peaked at $208K in Q1 2019. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Energy Transfer Partners position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 5,760 Energy Transfer Partners shares in Q3 2022, an estimated $57K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Energy Transfer Partners in Q4 2018 and held it in 15 quarters.
Sterling Investment Advisors (Pennsylvania)'s Energy Transfer Partners position peaked at $208K in Q1 2019.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.