Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TWA
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
Shares
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
$25.6B AUM
26.83%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AA
ALPS Advisors
Denver, Colorado
$21.3B AUM
21.71%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
TCA
Tortoise Capital Advisors
Overland Park, Kansas
$9.6B AUM
19.53%
1-Year Est. Return
N
Natixis
Paris, France
$28B AUM
26.79%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close