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Allen Mooney & Barnes Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Allen Mooney & Barnes Investment 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
2024
Q2 		– Sell
-13,069
Closed -$205K – 155
2024
Q1 		$205K Buy
13,069
+22
+0.2% +$320 0.04% 157
2023
Q4 		$180K Buy
13,047
+23
+0.2% +$313 0.03% 151
2023
Q3 		$183K Buy
+13,024
New +$173K 0.04% 145

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FRGX
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Allen Mooney & Barnes Investment Advisors's ET Position: Q2 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 13,069 shares — an estimated $205K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in ET in Q3 2023 and held it in 3 quarters. The position peaked at $205K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 13,069 Energy Transfer Partners shares in Q2 2024, an estimated $205K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Energy Transfer Partners in Q3 2023 and held it in 3 quarters.
  • Allen Mooney & Barnes Investment Advisors's Energy Transfer Partners position peaked at $205K in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.