Alterity Financial Group’s Energy Transfer Partners ET Stock Holding History

Alterity Financial Group’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
2023 Q4	$246K	Buy	17,800 +1,500	+9%	+$20.4K	0.35%	63
2023 Q3	$229K	Buy	+16,300	New	+$216K	0.36%	65

Other funds holding ET

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

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

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

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

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

TCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Alterity Financial Group's ET Position: Q4 2023 in Review

Alterity Financial Group increased its Energy Transfer Partners (ET) stake by 9.2% in Q4 2023, buying an estimated $20.4K and bringing the position to 17,800 shares worth $246K. The position accounts for 0.35% of the portfolio, ranked #63.

Alterity Financial Group first reported a position in ET in Q3 2023 and has held it in 2 quarters since. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

Alterity Financial Group held 17,800 shares of Energy Transfer Partners worth $246K as of Q4 2023.
Alterity Financial Group bought 1,500 Energy Transfer Partners shares in Q4 2023, an estimated $20.4K.
Energy Transfer Partners made up 0.35% of Alterity Financial Group's portfolio in Q4 2023, its #63 holding.
Alterity Financial Group first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 2 quarters since.
1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.