Surevest’s Energy Transfer Partners ET Stock Holding History

Surevest’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	$951K	Hold	86,178	–	–	0.26%	91
2022 Q2	$860K	Buy	86,178 +1,994	+2%	+$22.3K	0.23%	94
2022 Q1	$942K	Hold	84,184	–	–	0.23%	96
2021 Q4	$693K	Hold	84,184	–	–	0.16%	86
2021 Q3	$806K	Hold	84,184	–	–	0.2%	79
2021 Q2	$895K	Buy	84,184 +36,082	+75%	+$346K	0.23%	74
2021 Q1	$369K	Hold	48,102	–	–	0.11%	80
2020 Q4	$297K	Hold	48,102	–	–	0.1%	78
2020 Q3	$261K	Hold	48,102	–	–	0.1%	76
2020 Q2	$342K	Hold	48,102	–	–	0.15%	72
2020 Q1	$221K	Hold	48,102	–	–	0.12%	94
2019 Q4	$617K	Hold	48,102	–	–	0.26%	100
2019 Q3	$629K	Hold	48,102	–	–	0.31%	97
2019 Q2	$677K	Buy	+48,102	New	+$712K	0.35%	96

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

Surevest's ET Position: Q3 2022 in Review

Surevest held its Energy Transfer Partners (ET) position steady in Q3 2022 at 86,178 shares worth $951K. The position accounts for 0.26% of the portfolio, ranked #91.

Surevest first reported a position in ET in Q2 2019 and has held it in 14 quarters since. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

Surevest held 86,178 shares of Energy Transfer Partners worth $951K as of Q3 2022.
Surevest left its Energy Transfer Partners share count unchanged in Q3 2022.
Energy Transfer Partners made up 0.26% of Surevest's portfolio in Q3 2022, its #91 holding.
Surevest first reported a position in Energy Transfer Partners in Q2 2019 and has held it in 14 quarters since.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.