Summit Wealth Group’s Energy Transfer Partners ET Stock Holding History

Summit Wealth Group’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	–	Sell	-9,382	Closed	-$100K	–	103
2021 Q2	$100K	Buy	+9,382	New	+$89.9K	0.15%	40

Other funds holding ET

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Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

Summit Wealth Group's ET Position: Q3 2021 in Review

Summit Wealth Group sold out of Energy Transfer Partners (ET) in Q3 2021, closing a stake of 9,382 shares — an estimated $100K sold.

Summit Wealth Group first reported a position in ET in Q2 2021 and held it in 1 quarter. The position peaked at $100K in Q2 2021. 767 funds tracked by Wall St. Rank hold ET as of Q3 2021.

Summit Wealth Group reported no remaining Energy Transfer Partners position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 9,382 Energy Transfer Partners shares in Q3 2021, an estimated $100K.
Summit Wealth Group first reported a position in Energy Transfer Partners in Q2 2021 and held it in 1 quarter.
Summit Wealth Group's Energy Transfer Partners position peaked at $100K in Q2 2021.
767 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.