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V Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

V Wealth 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
Q3 		– Sell
-11,090
Closed -$141K – 185
2023
Q2 		$141K Buy
11,090
+49
+0.4% +$621 0.02% 375
2023
Q1 		$138K Buy
+11,041
New +$140K 0.03% 371
2022
Q2 		– Sell
-10,362
Closed -$116K – 423
2022
Q1 		$116K Sell
10,362
-1,036
-9% -$10.3K 0.02% 428
2021
Q4 		$94K Sell
11,398
-309
-3% -$2.81K 0.01% 447
2021
Q3 		$112K Buy
11,707
+381
+3% +$3.66K 0.02% 490
2021
Q2 		$121K Sell
11,326
-2,800
-20% -$26.8K 0.02% 457
2021
Q1 		$108K Sell
14,126
-400
-3% -$2.92K 0.02% 415
2020
Q4 		$90K Buy
+14,526
New +$87.9K 0.02% 376
2020
Q3 		– Sell
-21,384
Closed -$152K – 214
2020
Q2 		$152K Buy
21,384
+1,417
+7% +$10.5K 0.04% 332
2020
Q1 		$92K Buy
19,967
+1,553
+8% +$16.5K 0.03% 299
2019
Q4 		$241K Hold
18,414
– – 0.09% 240
2019
Q3 		$241K Hold
18,414
– – 0.09% 240
2019
Q2 		$258K Buy
18,414
+3,444
+23% +$51K 0.1% 213
2019
Q1 		$230K Sell
14,970
-150
-1% -$2.23K 0.09% 220
2018
Q4 		$223K Buy
+15,120
New +$230K 0.11% 192
2017
Q4 		– Sell
-12,252
Closed -$214K – 212
2017
Q3 		$214K Hold
12,252
– – 0.11% 171
2017
Q2 		$219K Sell
12,252
-4,780
-28% -$85K 0.1% 167
2017
Q1 		$336K Sell
17,032
-2,000
-11% -$37.7K 0.21% 123
2016
Q4 		$368K Hold
19,032
– – 0.27% 111
2016
Q3 		$320K Hold
19,032
– – 0.26% 116
2016
Q2 		$272K Sell
19,032
-1,021
-5% -$12.2K 0.22% 123
2016
Q1 		$136K Buy
+20,053
New +$157K 0.11% 143

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

V Wealth Advisors's ET Position: Q3 2023 in Review

V Wealth Advisors sold out of Energy Transfer Partners (ET) in Q3 2023, closing a stake of 11,090 shares — an estimated $141K sold.

V Wealth Advisors first reported a position in ET in Q1 2016 and held it in 22 quarters. The position peaked at $368K in Q4 2016. 965 funds tracked by Wall St. Rank hold ET as of Q3 2023.

  • V Wealth Advisors reported no remaining Energy Transfer Partners position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 11,090 Energy Transfer Partners shares in Q3 2023, an estimated $141K.
  • V Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2016 and held it in 22 quarters.
  • V Wealth Advisors's Energy Transfer Partners position peaked at $368K in Q4 2016.
  • 965 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.