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

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

CCM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Wealthstreet Investment Advisors's ET Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Energy Transfer Partners (ET) in Q2 2021, closing a stake of 369,197 shares — an estimated $2.83M sold.

Wealthstreet Investment Advisors first reported a position in ET in Q4 2017 and held it in 14 quarters. The position peaked at $2.83M in Q1 2021. 748 funds tracked by Wall St. Rank hold ET as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Energy Transfer Partners position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 369,197 Energy Transfer Partners shares in Q2 2021, an estimated $2.83M.
Wealthstreet Investment Advisors first reported a position in Energy Transfer Partners in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Energy Transfer Partners position peaked at $2.83M in Q1 2021.
748 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.