Strategic Asset Management’s Energy Transfer Partners ET Stock Holding History

Strategic Asset 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	$3K	Sell	271 -4,400	-94%	-$49K	0.01%	515
2022 Q2	$47K	Buy	4,671 +1,900	+69%	+$21.3K	0.08%	163
2022 Q1	$31K	Sell	2,771 -3,400	-55%	-$33.7K	0.04%	220
2021 Q4	$51K	Buy	6,171 +300	+5%	+$2.73K	0.07%	152
2021 Q3	$57K	Buy	+5,871	New	+$56.4K	0.08%	141

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

Strategic Asset Management's ET Position: Q3 2022 in Review

Strategic Asset Management reduced its Energy Transfer Partners (ET) stake by 94% in Q3 2022, selling an estimated $49K and leaving 271 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #515.

Strategic Asset Management first reported a position in ET in Q3 2021 and has held it in 5 quarters since. The position peaked at $57K in Q3 2021. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

Strategic Asset Management held 271 shares of Energy Transfer Partners worth $3K as of Q3 2022.
Strategic Asset Management sold 4,400 Energy Transfer Partners shares in Q3 2022, an estimated $49K.
Energy Transfer Partners made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #515 holding.
Strategic Asset Management first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Energy Transfer Partners position peaked at $57K in Q3 2021.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.