TCI Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

TCI Wealth Advisors’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	-3,093	Closed	-$38.6K	–	856
2023 Q1	$38.6K	Buy	3,093 +2,593	+519%	+$32.8K	0.01%	495
2022 Q4	$5.93K	Hold	500	–	–	﹤0.01%	1406
2022 Q3	$6K	Sell	500 -292	-37%	-$3.25K	﹤0.01%	1327
2022 Q2	$8K	Buy	792 +292	+58%	+$3.27K	﹤0.01%	1140
2022 Q1	$6K	Hold	500	–	–	﹤0.01%	1406
2021 Q4	$4K	Hold	500	–	–	﹤0.01%	1803
2021 Q3	$5K	Sell	500 -336	-40%	-$3.23K	﹤0.01%	1576
2021 Q2	$9K	Buy	836 +336	+67%	+$3.22K	﹤0.01%	1022
2021 Q1	$4K	Hold	500	–	–	﹤0.01%	1361
2020 Q4	$3K	Hold	500	–	–	﹤0.01%	1080
2020 Q3	$3K	Hold	500	–	–	﹤0.01%	938
2020 Q2	$4K	Buy	+500	New	+$3.71K	﹤0.01%	794
2018 Q2	–	Sell	-3,000	Closed	-$43K	–	1527
2018 Q1	$43K	Hold	3,000	–	–	0.02%	350
2017 Q4	$52K	Buy	+3,000	New	+$51.1K	0.02%	339
2016 Q2	–	Sell	-289	Closed	-$2K	–	1316
2016 Q1	$2K	Buy	+289	New	+$2.27K	﹤0.01%	937

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

TCI Wealth Advisors's ET Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 3,093 shares — an estimated $38.6K sold.

TCI Wealth Advisors first reported a position in ET in Q1 2016 and held it in 15 quarters. The position peaked at $52K in Q4 2017. 955 funds tracked by Wall St. Rank hold ET as of Q2 2023.

TCI Wealth Advisors reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3,093 Energy Transfer Partners shares in Q2 2023, an estimated $38.6K.
TCI Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2016 and held it in 15 quarters.
TCI Wealth Advisors's Energy Transfer Partners position peaked at $52K in Q4 2017.
955 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.