WealthSource Partners’s Energy Transfer Partners ET Stock Holding History

WealthSource 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 Q4	$174K	Buy	12,578 +225	+2%	+$3.06K	0.01%	484
2023 Q3	$173K	Buy	12,353 +227	+2%	+$3.01K	0.01%	473
2023 Q2	$154K	Buy	12,126 +225	+2%	+$2.85K	0.01%	477
2023 Q1	$148K	Sell	11,901 -1,053	-8%	-$13.3K	0.01%	475
2022 Q4	$154K	Buy	12,954 +219	+2%	+$2.63K	0.01%	466
2022 Q3	$140K	Sell	12,735 -15,601	-55%	-$174K	0.01%	471
2022 Q2	$283K	Sell	28,336 -8,873	-24%	-$99.4K	0.02%	408
2022 Q1	$416K	Sell	37,209 -50	-0.1%	-$496	0.03%	381
2021 Q4	$307K	Buy	37,259 +16,586	+80%	+$151K	0.02%	429
2021 Q3	$198K	Buy	20,673 +5,071	+33%	+$48.7K	0.02%	486
2021 Q2	$166K	Buy	+15,602	New	+$149K	0.01%	447

Other funds holding ET

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

WealthSource Partners's ET Position: Q4 2023 in Review

WealthSource Partners increased its Energy Transfer Partners (ET) stake by 1.8% in Q4 2023, buying an estimated $3.06K and bringing the position to 12,578 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #484.

WealthSource Partners first reported a position in ET in Q2 2021 and has held it in 11 quarters since. The position peaked at $416K in Q1 2022. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

WealthSource Partners held 12,578 shares of Energy Transfer Partners worth $174K as of Q4 2023.
WealthSource Partners bought 225 Energy Transfer Partners shares in Q4 2023, an estimated $3.06K.
Energy Transfer Partners made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #484 holding.
WealthSource Partners first reported a position in Energy Transfer Partners in Q2 2021 and has held it in 11 quarters since.
WealthSource Partners's Energy Transfer Partners position peaked at $416K in Q1 2022.
1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.