Websterrogers Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Websterrogers Financial 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
2022 Q1	–	Sell	-120,000	Closed	-$988K	–	74
2021 Q4	$988K	Sell	120,000 -35	-0%	-$318	0.22%	38
2021 Q3	$1.15M	Buy	120,035 +1	+0%	+$10	0.27%	34
2021 Q2	$1.12M	Sell	120,034 -4,000	-3%	-$38.3K	0.27%	33
2021 Q1	$953K	Buy	124,034 +1	+0%	+$7	0.26%	28
2020 Q4	$850K	Buy	+124,033	New	+$750K	0.25%	28

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Websterrogers Financial Advisors's ET Position: Q1 2022 in Review

Websterrogers Financial Advisors sold out of Energy Transfer Partners (ET) in Q1 2022, closing a stake of 120,000 shares — an estimated $988K sold.

Websterrogers Financial Advisors first reported a position in ET in Q4 2020 and held it in 5 quarters. The position peaked at $1.15M in Q3 2021. 827 funds tracked by Wall St. Rank hold ET as of Q1 2022.

Websterrogers Financial Advisors reported no remaining Energy Transfer Partners position as of Q1 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 120,000 Energy Transfer Partners shares in Q1 2022, an estimated $988K.
Websterrogers Financial Advisors first reported a position in Energy Transfer Partners in Q4 2020 and held it in 5 quarters.
Websterrogers Financial Advisors's Energy Transfer Partners position peaked at $1.15M in Q3 2021.
827 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.