Calton & Associates’s Energy Transfer Partners ET Stock Holding History

Calton & Associates’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 Q4	–	Sell	-31,943	Closed	-$513K	–	219
2024 Q3	$513K	Buy	+31,943	New	+$514K	0.2%	114

Other funds holding ET

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Calton & Associates's ET Position: Q4 2024 in Review

Calton & Associates sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 31,943 shares — an estimated $513K sold.

Calton & Associates first reported a position in ET in Q3 2024 and held it in 1 quarter. The position peaked at $513K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Calton & Associates reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Calton & Associates sold 31,943 Energy Transfer Partners shares in Q4 2024, an estimated $513K.
Calton & Associates first reported a position in Energy Transfer Partners in Q3 2024 and held it in 1 quarter.
Calton & Associates's Energy Transfer Partners position peaked at $513K in Q3 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.