WealthPLAN Partners’s Energy Transfer Partners ET Stock Holding History

WealthPLAN Partners’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	-892	Closed	-$11.3K	–	551
2023 Q2	$11.3K	Sell	892 -118	-12%	-$1.5K	﹤0.01%	775
2023 Q1	$12.6K	Buy	+1,010	New	+$12.8K	﹤0.01%	811
2017 Q2	–	Sell	-4,301	Closed	-$82.1K	–	253
2017 Q1	$82.1K	Buy	+4,301	New	+$81K	0.29%	67
2016 Q3	–	Sell	-20,054	Closed	-$141K	–	995
2016 Q2	$141K	Buy	+20,054	New	+$239K	0.02%	497
2015 Q4	$6.97K	Buy	+1,507	New	+$28.2K	﹤0.01%	1259
2015 Q2	$49K	Buy	+1,524	New	+$51.1K	0.02%	171

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's ET Position: Q3 2023 in Review

WealthPLAN Partners sold out of Energy Transfer Partners (ET) in Q3 2023, closing a stake of 892 shares — an estimated $11.3K sold.

WealthPLAN Partners first reported a position in ET in Q2 2015 and held it in 6 quarters. The position peaked at $141K in Q2 2016. 966 funds tracked by Wall St. Rank hold ET as of Q3 2023.

WealthPLAN Partners reported no remaining Energy Transfer Partners position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 892 Energy Transfer Partners shares in Q3 2023, an estimated $11.3K.
WealthPLAN Partners first reported a position in Energy Transfer Partners in Q2 2015 and held it in 6 quarters.
WealthPLAN Partners's Energy Transfer Partners position peaked at $141K in Q2 2016.
966 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.