Beaumont Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Beaumont Financial Advisors’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	–	Sell	-10,486	Closed	-$170K	–	362
2024 Q2	$170K	Hold	10,486	–	–	0.01%	356
2024 Q1	$165K	Buy	10,486 +300	+3%	+$4.37K	0.01%	352
2023 Q4	$141K	Buy	+10,186	New	+$138K	0.01%	333
2016 Q2	–	Sell	-19,789	Closed	-$1.25M	–	143
2016 Q1	$1.25M	Buy	19,789 +8,854	+81%	+$69.5K	0.2%	78
2015 Q4	$150K	Sell	10,935 -13,543	-55%	-$253K	0.02%	120
2015 Q3	$1.57M	Sell	24,478 -24,478	-50%	-$691K	0.23%	76
2015 Q2	$1.57M	Buy	48,956 +8,538	+21%	+$286K	0.23%	76
2015 Q1	$1.28M	Buy	40,418 +338	+0.8%	+$10K	0.04%	94
2014 Q4	$1.15M	Buy	+40,080	New	+$1.15M	0.06%	94
2014 Q1	–	Sell	-344,896	Closed	-$7.05M	–	135
2013 Q4	$7.05M	Sell	344,896 -50,296	-13%	-$905K	0.58%	56
2013 Q3	$6.5M	Buy	395,192 +21,872	+6%	+$348K	0.58%	55
2013 Q2	$5.58M	Buy	+373,320	New	+$5.45M	0.52%	57

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Beaumont Financial Advisors's ET Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 10,486 shares — an estimated $170K sold.

Beaumont Financial Advisors first reported a position in ET in Q2 2013 and held it in 12 quarters. The position peaked at $7.05M in Q4 2013. 1,099 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Beaumont Financial Advisors reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
Beaumont Financial Advisors sold 10,486 Energy Transfer Partners shares in Q3 2024, an estimated $170K.
Beaumont Financial Advisors first reported a position in Energy Transfer Partners in Q2 2013 and held it in 12 quarters.
Beaumont Financial Advisors's Energy Transfer Partners position peaked at $7.05M in Q4 2013.
1,099 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.