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

Wipfli 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 Q3	$84K	Buy	+7,657	New	+$85.3K	0.01%	810

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

Wipfli Financial Advisors's ET Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Energy Transfer Partners (ET) in Q3 2022: 7,657 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings.

850 funds tracked by Wall St. Rank hold ET as of Q3 2022.

Wipfli Financial Advisors held 7,657 shares of Energy Transfer Partners worth $84K as of Q3 2022.
Energy Transfer Partners was a new Wipfli Financial Advisors position in Q3 2022.
Energy Transfer Partners made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #810 holding.
850 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.