49 Wealth Management’s Energy Transfer Partners ET Stock Holding History

49 Wealth 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
2025 Q1	–	Sell	-18,022	Closed	-$353K	–	198
2024 Q4	$353K	Sell	18,022 -2,777	-13%	-$49.2K	0.05%	109
2024 Q3	$334K	Buy	+20,799	New	+$335K	0.05%	110

Other funds holding ET

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

49 Wealth Management's ET Position: Q1 2025 in Review

49 Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 18,022 shares — an estimated $353K sold.

49 Wealth Management first reported a position in ET in Q3 2024 and held it in 2 quarters. The position peaked at $353K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

49 Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
49 Wealth Management sold 18,022 Energy Transfer Partners shares in Q1 2025, an estimated $353K.
49 Wealth Management first reported a position in Energy Transfer Partners in Q3 2024 and held it in 2 quarters.
49 Wealth Management's Energy Transfer Partners position peaked at $353K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on 49 Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.