Baystate Wealth Management’s Energy Transfer Partners ET Stock Holding History

Baystate 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
2023 Q4	$93.8K	Buy	+6,800	New	+$92.4K	0.01%	282
2020 Q2	–	Sell	-9,257	Closed	-$43K	–	672
2020 Q1	$43K	Hold	9,257	–	–	0.01%	202
2019 Q4	$119K	Hold	9,257	–	–	0.01%	154
2019 Q3	$121K	Hold	9,257	–	–	0.02%	138
2019 Q2	$131K	Hold	9,257	–	–	0.02%	126
2019 Q1	$143K	Hold	9,257	–	–	0.02%	119
2018 Q4	$135K	Buy	+9,257	New	+$141K	0.02%	118
2013 Q3	–	Sell	-2,600	Closed	-$39K	–	82
2013 Q2	$39K	Buy	+2,600	New	+$38K	0.02%	113

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baystate Wealth Management's ET Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Energy Transfer Partners (ET) in Q4 2023: 6,800 shares worth $93.8K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in ET as recently as Q1 2020.

Baystate Wealth Management first reported a position in ET in Q2 2013 and has held it in 8 quarters since. The position peaked at $143K in Q1 2019. 1,056 funds tracked by Wall St. Rank hold ET as of Q4 2023.

Baystate Wealth Management held 6,800 shares of Energy Transfer Partners worth $93.8K as of Q4 2023.
Energy Transfer Partners was a new Baystate Wealth Management position in Q4 2023.
Energy Transfer Partners made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #282 holding.
Baystate Wealth Management first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 8 quarters since.
Baystate Wealth Management's Energy Transfer Partners position peaked at $143K in Q1 2019.
1,056 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.