Antonetti Capital Management’s Energy Transfer Partners ET Stock Holding History

Antonetti Capital 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
2023 Q3	$126K	Sell	9,005 -9,100	-50%	-$121K	0.2%	56
2023 Q2	$230K	Buy	18,105 +500	+3%	+$6.34K	0.33%	42
2023 Q1	$220K	Buy	17,605 +2,748	+18%	+$34.7K	0.32%	40
2022 Q4	$176K	Sell	14,857 -400	-3%	-$4.8K	0.24%	48
2022 Q3	$168K	Buy	15,257 +8,225	+117%	+$91.6K	0.19%	48
2022 Q2	$70K	Sell	7,032 -1	-0%	-$11	0.07%	85
2022 Q1	$79K	Sell	7,033 -25,699	-79%	-$255K	0.07%	89
2021 Q4	$269K	Buy	32,732 +7,276	+29%	+$66.1K	0.21%	73
2021 Q3	$244K	Buy	+25,456	New	+$244K	0.2%	74

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Antonetti Capital Management's ET Position: Q3 2023 in Review

Antonetti Capital Management reduced its Energy Transfer Partners (ET) stake by 50% in Q3 2023, selling an estimated $121K and leaving 9,005 shares worth $126K. The position accounts for 0.2% of the portfolio, ranked #56.

Antonetti Capital Management first reported a position in ET in Q3 2021 and has held it in 9 quarters since. The position peaked at $269K in Q4 2021. 965 funds tracked by Wall St. Rank hold ET as of Q3 2023.

Antonetti Capital Management held 9,005 shares of Energy Transfer Partners worth $126K as of Q3 2023.
Antonetti Capital Management sold 9,100 Energy Transfer Partners shares in Q3 2023, an estimated $121K.
Energy Transfer Partners made up 0.2% of Antonetti Capital Management's portfolio in Q3 2023, its #56 holding.
Antonetti Capital Management first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Energy Transfer Partners position peaked at $269K in Q4 2021.
965 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.