RAFFA WEALTH MANAGEMENT, LLC’s Energy Transfer Partners ET Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-110	Closed	-$680	–	1102
2020 Q4	$680	Hold	110	–	–	﹤0.01%	816
2020 Q3	$596	Hold	110	–	–	﹤0.01%	775
2020 Q2	$783	Hold	110	–	–	﹤0.01%	725
2020 Q1	$506	Hold	110	–	–	﹤0.01%	746
2019 Q4	$1.41K	Hold	110	–	–	﹤0.01%	495
2019 Q3	$1.44K	Buy	+110	New	+$1.53K	﹤0.01%	475
2019 Q2	–	Sell	-110	Closed	-$1.69K	–	947
2019 Q1	$1.69K	Hold	110	–	–	﹤0.01%	394
2018 Q4	$1.45K	Hold	110	–	–	﹤0.01%	413
2018 Q3	$1.92K	Hold	110	–	–	﹤0.01%	401
2018 Q2	$1.9K	Hold	110	–	–	﹤0.01%	387
2018 Q1	$1.56K	Hold	110	–	–	﹤0.01%	399
2017 Q4	$1.9K	Hold	110	–	–	﹤0.01%	241
2017 Q3	$1.91K	Hold	110	–	–	﹤0.01%	259
2017 Q2	$1.98K	Hold	110	–	–	﹤0.01%	288
2017 Q1	$2.17K	Hold	110	–	–	﹤0.01%	256
2016 Q4	$2.12K	Hold	110	–	–	﹤0.01%	278
2016 Q3	$1.85K	Hold	110	–	–	﹤0.01%	287
2016 Q2	$1.58K	Hold	110	–	–	﹤0.01%	298
2016 Q1	$784	Hold	110	–	–	﹤0.01%	482
2015 Q4	$1.51K	Buy	+110	New	+$2.06K	﹤0.01%	300

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

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

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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ET Position: Q1 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Energy Transfer Partners (ET) in Q1 2021, closing a stake of 110 shares — an estimated $680 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ET in Q4 2015 and held it in 20 quarters. The position peaked at $2.17K in Q1 2017. 734 funds tracked by Wall St. Rank hold ET as of Q1 2021.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Energy Transfer Partners position as of Q1 2021 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 110 Energy Transfer Partners shares in Q1 2021, an estimated $680.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Energy Transfer Partners in Q4 2015 and held it in 20 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Energy Transfer Partners position peaked at $2.17K in Q1 2017.
734 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2021, filed 27 Jul 2026.