Westside Investment Management’s Energy Transfer Partners ET Stock Holding History

Westside Investment Management’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 Q4	–	Sell	-1,500	Closed	-$16	–	813
2022 Q3	$16	Sell	1,500 -273	-15%	-$3.04K	﹤0.01%	533
2022 Q2	$17	Buy	1,773 +273	+18%	+$3.06K	﹤0.01%	528
2022 Q1	$16	Buy	+1,500	New	+$14.9K	﹤0.01%	548
2019 Q2	$1.98K	Buy	+768	New	+$11.4K	﹤0.01%	96
2018 Q4	$14.6K	Buy	+1,088	New	+$16.5K	0.01%	407

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

TCA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Westside Investment Management's ET Position: Q4 2022 in Review

Westside Investment Management sold out of Energy Transfer Partners (ET) in Q4 2022, closing a stake of 1,500 shares — an estimated $16 sold.

Westside Investment Management first reported a position in ET in Q4 2018 and held it in 5 quarters. The position peaked at $14.6K in Q4 2018. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

Westside Investment Management reported no remaining Energy Transfer Partners position as of Q4 2022 after selling out during the quarter.
Westside Investment Management sold 1,500 Energy Transfer Partners shares in Q4 2022, an estimated $16.
Westside Investment Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 5 quarters.
Westside Investment Management's Energy Transfer Partners position peaked at $14.6K in Q4 2018.
912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.