TFO Wealth Partners’s Energy Transfer LP 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Unit ET.PRD Stock Holding History

TFO Wealth Partners’s Portfolio ET.PRD Stock Details ET.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,000	Closed	-$100K	–	205
2021 Q3	$100K	Buy	+4,000	New	+$101K	0.02%	45

Other funds holding ET.PRD

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

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

TFO Wealth Partners sold out of Energy Transfer LP 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Unit (ET.PRD) in Q4 2021, closing a stake of 4,000 shares — an estimated $100K sold.

TFO Wealth Partners first reported a position in ET.PRD in Q3 2021 and held it in 1 quarter. The position peaked at $100K in Q3 2021. 1 fund tracked by Wall St. Rank holds ET.PRD as of Q4 2021.

TFO Wealth Partners reported no remaining Energy Transfer LP 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Unit position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 4,000 Energy Transfer LP 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Unit shares in Q4 2021, an estimated $100K.
TFO Wealth Partners first reported a position in Energy Transfer LP 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Unit in Q3 2021 and held it in 1 quarter.
TFO Wealth Partners's Energy Transfer LP 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Unit position peaked at $100K in Q3 2021.
1 fund tracked by Wall St. Rank held Energy Transfer LP 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Unit as of Q4 2021.

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