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WIA
Wealthstreet Investment Advisors’s
Energy Transfer Partners
ET
Stock Holding History
Wealthstreet Investment 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
2021
Q2
–
Sell
-369,197
Closed
-$2.83M
–
167
2021
Q1
$2.83M
Buy
369,197
+5,000
+1%
+$36.5K
0.28%
86
2020
Q4
$2.25M
Buy
364,197
+71,900
+25%
+$435K
0.23%
103
2020
Q3
$1.58M
Buy
292,297
+18,544
+7%
+$118K
0.18%
118
2020
Q2
$1.95M
Buy
273,753
+83,440
+44%
+$618K
0.24%
93
2020
Q1
$876K
Sell
190,313
-3,706
-2%
-$39.5K
0.13%
141
2019
Q4
$2.49M
Buy
194,019
+2,078
+1%
+$25.6K
0.29%
81
2019
Q3
$2.37M
Buy
191,941
+73,850
+63%
+$1.03M
0.3%
80
2019
Q2
$1.66M
Sell
118,091
-4,120
-3%
-$61K
0.21%
106
2019
Q1
$1.88M
Buy
122,211
+13,633
+13%
+$203K
0.25%
100
2018
Q4
$1.54M
Buy
108,578
+35,662
+49%
+$542K
0.22%
104
2018
Q3
$1.27M
Hold
72,916
–
–
0.16%
133
2018
Q2
$1.26M
Hold
72,916
–
–
0.17%
133
2018
Q1
$1.04M
Sell
72,916
-150
-0.2%
-$2.49K
0.13%
147
2017
Q4
$1.26M
Buy
+73,066
New
+$1.24M
0.15%
134
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1-Year Est. Return
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CCM
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$2.83B AUM
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KACA
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$5.22B AUM
17.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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