Annapolis Financial Services’s Energy Transfer Partners ET Stock Holding History

Annapolis Financial Services’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 Q3	$8.23K	Hold	513	–	–	﹤0.01%	299
2024 Q2	$8.32K	Hold	513	–	–	﹤0.01%	291
2024 Q1	$8.07K	Hold	513	–	–	﹤0.01%	289
2023 Q4	$7.08K	Hold	513	–	–	﹤0.01%	374
2023 Q3	$7.2K	Hold	513	–	–	﹤0.01%	371
2023 Q2	$6.52K	Hold	513	–	–	﹤0.01%	374
2023 Q1	$6.4K	Hold	513	–	–	﹤0.01%	348
2022 Q4	$6.09K	Sell	513 -3,100	-86%	-$37.2K	﹤0.01%	347
2022 Q3	$40K	Hold	3,613	–	–	0.01%	188
2022 Q2	$36K	Hold	3,613	–	–	0.01%	200
2022 Q1	$40K	Hold	3,613	–	–	0.01%	202
2021 Q4	$30K	Buy	3,613 +3,100	+604%	+$28.2K	0.01%	231
2021 Q3	$5K	Hold	513	–	–	﹤0.01%	330
2021 Q2	$5K	Hold	513	–	–	﹤0.01%	309
2021 Q1	$4K	Hold	513	–	–	﹤0.01%	313
2020 Q4	$3K	Buy	+513	New	+$3.1K	﹤0.01%	342

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

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

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

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

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

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

Annapolis Financial Services's ET Position: Q3 2024 in Review

Annapolis Financial Services held its Energy Transfer Partners (ET) position steady in Q3 2024 at 513 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Annapolis Financial Services first reported a position in ET in Q4 2020 and has held it in 16 quarters since. The position peaked at $40K in Q3 2022. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Annapolis Financial Services held 513 shares of Energy Transfer Partners worth $8.23K as of Q3 2024.
Annapolis Financial Services left its Energy Transfer Partners share count unchanged in Q3 2024.
Energy Transfer Partners made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #299 holding.
Annapolis Financial Services first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Energy Transfer Partners position peaked at $40K in Q3 2022.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.