Tiedemann Advisors’s Energy Transfer Partners ET Stock Holding History

Tiedemann 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 Q1	–	Sell	-159,421	Closed	-$1.89M	–	255
2022 Q4	$1.89M	Hold	159,421	–	–	0.09%	80
2022 Q3	$1.76M	Buy	+159,421	New	+$1.78M	0.11%	82
2022 Q2	–	Sell	-17,620	Closed	-$197K	–	260
2022 Q1	$197K	Buy	17,620 +300	+2%	+$2.98K	0.01%	274
2021 Q4	$143K	Hold	17,320	–	–	0.01%	271
2021 Q3	$166K	Hold	17,320	–	–	0.01%	286
2021 Q2	$184K	Sell	17,320 -2,044	-11%	-$19.6K	0.01%	350
2021 Q1	$149K	Sell	19,364 -150,724	-89%	-$1.1M	0.01%	322
2020 Q4	$1.05M	Sell	170,088 -202,073	-54%	-$1.22M	0.05%	145
2020 Q3	$2.02M	Sell	372,161 -613,270	-62%	-$3.89M	0.1%	125
2020 Q2	$7.02M	Sell	985,431 -399,249	-29%	-$2.96M	0.37%	43
2020 Q1	$6.37M	Buy	1,384,680 +881,910	+175%	+$9.4M	0.41%	45
2019 Q4	$6.45M	Sell	502,770 -1,908,304	-79%	-$23.5M	0.31%	59
2019 Q3	$31.5M	Buy	2,411,074 +661,478	+38%	+$9.22M	1.51%	14
2019 Q2	$24.6M	Buy	1,749,596 +91,491	+6%	+$1.35M	1.23%	18
2019 Q1	$25.5M	Buy	1,658,105 +207,952	+14%	+$3.09M	1.2%	18
2018 Q4	$19.2M	Buy	1,450,153 +983,775	+211%	+$14.9M	0.98%	24
2018 Q3	$8.13M	Buy	466,378 +50,208	+12%	+$892K	0.48%	46
2018 Q2	$7.18M	Buy	416,170 +399,513	+2,398%	+$6.56M	0.46%	51
2018 Q1	$237K	Buy	+16,657	New	+$277K	0.02%	247
2017 Q4	–	Sell	-432,208	Closed	-$7.26M	–	257
2017 Q3	$7.26M	Buy	432,208 +90,545	+27%	+$1.58M	0.65%	33
2017 Q2	$6.14M	Sell	341,663 -20,640	-6%	-$367K	0.45%	42
2017 Q1	$7.15M	Sell	362,303 -48,783	-12%	-$919K	0.6%	37
2016 Q4	$7.94M	Buy	+411,086	New	+$6.86M	0.79%	31
2016 Q1	–	Sell	-28,240	Closed	-$388K	–	63
2015 Q4	$388K	Sell	28,240 -30,323	-52%	-$567K	0.15%	48
2015 Q3	$1.22M	Buy	58,563 +5,165	+10%	+$146K	0.94%	21
2015 Q2	$1.72M	Sell	53,398 -4,050	-7%	-$136K	1.76%	19
2015 Q1	$1.82M	Sell	57,448 -2,710	-5%	-$80.3K	3.33%	16
2014 Q4	$1.73M	Buy	60,158 +5,160	+9%	+$149K	2.71%	16
2014 Q3	$1.7M	Hold	54,998	–	–	3.47%	12
2014 Q2	$1.62M	Sell	54,998 -3,630	-6%	-$91.8K	3.8%	10
2014 Q1	$1.37M	Sell	58,628 -12,024	-17%	-$260K	4.36%	8
2013 Q4	$965K	Sell	70,652 -39,280	-36%	-$707K	3.19%	14
2013 Q3	$1.81M	Sell	109,932 -18,060	-14%	-$287K	3.62%	14
2013 Q2	$1.91M	Buy	+127,992	New	+$1.87M	3.93%	10

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiedemann Advisors's ET Position: Q1 2023 in Review

Tiedemann Advisors sold out of Energy Transfer Partners (ET) in Q1 2023, closing a stake of 159,421 shares — an estimated $1.89M sold.

Tiedemann Advisors first reported a position in ET in Q2 2013 and held it in 34 quarters. The position peaked at $31.5M in Q3 2019. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

Tiedemann Advisors reported no remaining Energy Transfer Partners position as of Q1 2023 after selling out during the quarter.
Tiedemann Advisors sold 159,421 Energy Transfer Partners shares in Q1 2023, an estimated $1.89M.
Tiedemann Advisors first reported a position in Energy Transfer Partners in Q2 2013 and held it in 34 quarters.
Tiedemann Advisors's Energy Transfer Partners position peaked at $31.5M in Q3 2019.
928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.