TFO Wealth Partners’s Energy Transfer Partners ET Stock Holding History

TFO Wealth 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
2021 Q4	–	Sell	-2,554	Closed	-$24K	–	154
2021 Q3	$24K	Buy	2,554 +1,888	+283%	+$18.1K	﹤0.01%	72
2021 Q2	$7K	Sell	666 -1,888	-74%	-$18.1K	﹤0.01%	76
2021 Q1	$20K	Buy	+2,554	New	+$18.6K	0.01%	105
2020 Q4	–	Sell	-4,925	Closed	-$27K	–	103
2020 Q3	$27K	Hold	4,925	–	–	0.01%	58
2020 Q2	$35K	Hold	4,925	–	–	0.01%	55
2020 Q1	$22K	Sell	4,925 -4,836	-50%	-$51.5K	0.01%	76
2019 Q4	$125K	Buy	+9,761	New	+$120K	0.12%	44

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

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

TFO Wealth Partners's ET Position: Q4 2021 in Review

TFO Wealth Partners sold out of Energy Transfer Partners (ET) in Q4 2021, closing a stake of 2,554 shares — an estimated $24K sold.

TFO Wealth Partners first reported a position in ET in Q4 2019 and held it in 7 quarters. The position peaked at $125K in Q4 2019. 809 funds tracked by Wall St. Rank hold ET as of Q4 2021.

TFO Wealth Partners reported no remaining Energy Transfer Partners position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 2,554 Energy Transfer Partners shares in Q4 2021, an estimated $24K.
TFO Wealth Partners first reported a position in Energy Transfer Partners in Q4 2019 and held it in 7 quarters.
TFO Wealth Partners's Energy Transfer Partners position peaked at $125K in Q4 2019.
809 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.