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Baker Tilly Wealth Management’s Energy Transfer Partners ET Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-14,854
Closed -$234K – 324
2024
Q1 		$234K Sell
14,854
-1,332
-8% -$19.4K 0.04% 386
2023
Q4 		$223K Sell
16,186
-38
-0.2% -$516 0.04% 432
2023
Q3 		$228K Sell
16,224
-1,005
-6% -$13.3K 0.04% 417
2023
Q2 		$219K Buy
17,229
+1,249
+8% +$15.8K 0.02% 511
2023
Q1 		$199K Sell
15,980
-785
-5% -$9.92K 0.02% 524
2022
Q4 		$199K Sell
16,765
-519
-3% -$6.23K 0.02% 510
2022
Q3 		$191K Sell
17,284
-443
-2% -$4.93K 0.03% 481
2022
Q2 		$177K Sell
17,727
-8,851
-33% -$99.1K 0.02% 474
2022
Q1 		$297K Buy
26,578
+16,145
+155% +$160K 0.03% 431
2021
Q4 		$86K Sell
10,433
-467
-4% -$4.24K 0.01% 522
2021
Q3 		$104K Sell
10,900
-882
-7% -$8.47K 0.01% 497
2021
Q2 		$125K Sell
11,782
-2,086
-15% -$20K 0.02% 488
2021
Q1 		$107K Sell
13,868
-38,595
-74% -$282K 0.02% 458
2020
Q4 		$324K Buy
+52,463
New +$317K 0.1% 221

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Baker Tilly Wealth Management's ET Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 14,854 shares — an estimated $234K sold.

Baker Tilly Wealth Management first reported a position in ET in Q4 2020 and held it in 14 quarters. The position peaked at $324K in Q4 2020. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 14,854 Energy Transfer Partners shares in Q2 2024, an estimated $234K.
  • Baker Tilly Wealth Management first reported a position in Energy Transfer Partners in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Energy Transfer Partners position peaked at $324K in Q4 2020.
  • 1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.