SWS Partners’s Energy Transfer Partners ET Stock Holding History

SWS Partners’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
2023 Q2	–	Sell	-29,524	Closed	-$368K	–	115
2023 Q1	$368K	Buy	+29,524	New	+$373K	0.14%	105
2020 Q4	–	Sell	-27,367	Closed	-$148K	–	114
2020 Q3	$148K	Buy	+27,367	New	+$174K	0.07%	111
2020 Q2	–	Sell	-25,230	Closed	-$116K	–	80
2020 Q1	$116K	Buy	+25,230	New	+$269K	0.08%	110
2018 Q4	$227K	Buy	+17,162	New	+$261K	0.17%	97
2018 Q2	–	Sell	-4,290	Closed	-$61K	–	164
2018 Q1	$61K	Sell	4,290 -7	-0.2%	-$116	0.04%	128
2017 Q4	$74K	Buy	+4,297	New	+$73.2K	0.06%	107

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SWS Partners's ET Position: Q2 2023 in Review

SWS Partners sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 29,524 shares — an estimated $368K sold.

SWS Partners first reported a position in ET in Q4 2017 and held it in 6 quarters. The position peaked at $368K in Q1 2023. 955 funds tracked by Wall St. Rank hold ET as of Q2 2023.

SWS Partners reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
SWS Partners sold 29,524 Energy Transfer Partners shares in Q2 2023, an estimated $368K.
SWS Partners first reported a position in Energy Transfer Partners in Q4 2017 and held it in 6 quarters.
SWS Partners's Energy Transfer Partners position peaked at $368K in Q1 2023.
955 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on SWS Partners's 13F filing for Q2 2023, filed 26 Jul 2023.