TrustCore Financial Services’s Energy Transfer Partners ET Stock Holding History

TrustCore Financial Services’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
2022 Q4	$223K	Buy	18,746 +435	+2%	+$5.22K	0.02%	263
2022 Q3	$202K	Buy	18,311 +115	+0.6%	+$1.28K	0.02%	264
2022 Q2	$182K	Buy	18,196 +251	+1%	+$2.81K	0.02%	267
2022 Q1	$201K	Buy	17,945 +45	+0.3%	+$446	0.02%	279
2021 Q4	$147K	Sell	17,900 -55	-0.3%	-$500	0.02%	282
2021 Q3	$172K	Buy	17,955 +1,260	+8%	+$12.1K	0.02%	283
2021 Q2	$177K	Buy	16,695 +1,453	+10%	+$13.9K	0.02%	279
2021 Q1	$117K	Buy	15,242 +2,350	+18%	+$17.2K	0.01%	309
2020 Q4	$80K	Buy	12,892 +1,250	+11%	+$7.56K	0.01%	358
2020 Q3	$63K	Buy	11,642 +1,350	+13%	+$8.57K	0.01%	357
2020 Q2	$73K	Buy	10,292 +5,100	+98%	+$37.8K	0.01%	348
2020 Q1	$24K	Buy	5,192 +4,260	+457%	+$45.4K	0.01%	454
2019 Q4	$12K	Buy	932 +740	+385%	+$9.12K	﹤0.01%	601
2019 Q3	$3K	Hold	192	–	–	﹤0.01%	817
2019 Q2	$3K	Hold	192	–	–	﹤0.01%	801
2019 Q1	$3K	Hold	192	–	–	﹤0.01%	728
2018 Q4	$3K	Buy	+192	New	+$2.92K	﹤0.01%	372

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TCA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

TrustCore Financial Services's ET Position: Q4 2022 in Review

TrustCore Financial Services increased its Energy Transfer Partners (ET) stake by 2.4% in Q4 2022, buying an estimated $5.22K and bringing the position to 18,746 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #263.

TrustCore Financial Services first reported a position in ET in Q4 2018 and has held it in 17 quarters since. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

TrustCore Financial Services held 18,746 shares of Energy Transfer Partners worth $223K as of Q4 2022.
TrustCore Financial Services bought 435 Energy Transfer Partners shares in Q4 2022, an estimated $5.22K.
Energy Transfer Partners made up 0.02% of TrustCore Financial Services's portfolio in Q4 2022, its #263 holding.
TrustCore Financial Services first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 17 quarters since.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.