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

Birch 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
2024 Q2	–	Sell	-66,045	Closed	-$1.04M	–	88
2024 Q1	$1.04M	Hold	66,045	–	–	0.54%	39
2023 Q4	$911K	Sell	66,045 -1	-0%	-$14	0.52%	40
2023 Q3	$927K	Buy	+66,046	New	+$876K	0.59%	40
2020 Q2	–	Sell	-15,159	Closed	-$70K	–	89
2020 Q1	$70K	Buy	+15,159	New	+$162K	0.08%	66

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Birch Capital Management's ET Position: Q2 2024 in Review

Birch Capital Management sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 66,045 shares — an estimated $1.04M sold.

Birch Capital Management first reported a position in ET in Q1 2020 and held it in 4 quarters. The position peaked at $1.04M in Q1 2024. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Birch Capital Management reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
Birch Capital Management sold 66,045 Energy Transfer Partners shares in Q2 2024, an estimated $1.04M.
Birch Capital Management first reported a position in Energy Transfer Partners in Q1 2020 and held it in 4 quarters.
Birch Capital Management's Energy Transfer Partners position peaked at $1.04M in Q1 2024.
1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Birch Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.