Wilbanks Smith & Thomas Asset Management’s Energy Transfer Partners ET Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q3	–	Sell	-19,857	Closed	-$198K	–	476
2022 Q2	$198K	Buy	19,857 +157	+0.8%	+$1.76K	0.01%	465
2022 Q1	$231K	Buy	+19,700	New	+$195K	0.01%	454
2018 Q4	–	Sell	-2,187	Closed	-$38K	–	645
2018 Q3	$38K	Buy	+2,187	New	+$38.8K	﹤0.01%	739

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

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ET Position: Q3 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Energy Transfer Partners (ET) in Q3 2022, closing a stake of 19,857 shares — an estimated $198K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ET in Q3 2018 and held it in 3 quarters. The position peaked at $231K in Q1 2022. 850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Energy Transfer Partners position as of Q3 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 19,857 Energy Transfer Partners shares in Q3 2022, an estimated $198K.
Wilbanks Smith & Thomas Asset Management first reported a position in Energy Transfer Partners in Q3 2018 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's Energy Transfer Partners position peaked at $231K in Q1 2022.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.