Baldrige Asset Management’s Energy Transfer Partners ET Stock Holding History

Baldrige Asset 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 Q1	$120K	Hold	9,600	–	–	0.05%	138
2022 Q4	$114K	Hold	9,600	–	–	0.05%	134
2022 Q3	$106K	Hold	9,600	–	–	0.05%	129
2022 Q2	$96K	Hold	9,600	–	–	0.04%	136
2022 Q1	$107K	Hold	9,600	–	–	0.04%	136
2021 Q4	$79K	Hold	9,600	–	–	0.03%	145
2021 Q3	$92K	Hold	9,600	–	–	0.04%	134
2021 Q2	$102K	Buy	+9,600	New	+$92K	0.04%	130

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Baldrige Asset Management's ET Position: Q1 2023 in Review

Baldrige Asset Management held its Energy Transfer Partners (ET) position steady in Q1 2023 at 9,600 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #138.

Baldrige Asset Management first reported a position in ET in Q2 2021 and has held it in 8 quarters since. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

Baldrige Asset Management held 9,600 shares of Energy Transfer Partners worth $120K as of Q1 2023.
Baldrige Asset Management left its Energy Transfer Partners share count unchanged in Q1 2023.
Energy Transfer Partners made up 0.05% of Baldrige Asset Management's portfolio in Q1 2023, its #138 holding.
Baldrige Asset Management first reported a position in Energy Transfer Partners in Q2 2021 and has held it in 8 quarters since.
928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.