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

Capstone 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 Q4	–	Sell	-12,041	Closed	-$193K	–	160
2024 Q3	$193K	Hold	12,041	–	–	0.01%	142
2024 Q2	$195K	Hold	12,041	–	–	0.01%	139
2024 Q1	$189K	Hold	12,041	–	–	0.01%	133
2023 Q4	$166K	Buy	12,041 +931	+8%	+$12.7K	0.01%	138
2023 Q3	$156K	Hold	11,110	–	–	0.01%	127
2023 Q2	$141K	Buy	11,110 +3	+0%	+$38	0.01%	127
2023 Q1	$139K	Buy	11,107 +258	+2%	+$3.26K	0.01%	120
2022 Q4	$129K	Buy	10,849 +473	+5%	+$5.67K	0.01%	119
2022 Q3	$114K	Buy	10,376 +198	+2%	+$2.21K	0.01%	115
2022 Q2	$102K	Buy	10,178 +178	+2%	+$1.99K	0.01%	118
2022 Q1	$112K	Hold	10,000	–	–	0.01%	123
2021 Q4	$82K	Hold	10,000	–	–	0.01%	129
2021 Q3	$96K	Buy	+10,000	New	+$96K	0.01%	130

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

Capstone Financial Advisors's ET Position: Q4 2024 in Review

Capstone Financial Advisors sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 12,041 shares — an estimated $193K sold.

Capstone Financial Advisors first reported a position in ET in Q3 2021 and held it in 13 quarters. The position peaked at $195K in Q2 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Capstone Financial Advisors reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Capstone Financial Advisors sold 12,041 Energy Transfer Partners shares in Q4 2024, an estimated $193K.
Capstone Financial Advisors first reported a position in Energy Transfer Partners in Q3 2021 and held it in 13 quarters.
Capstone Financial Advisors's Energy Transfer Partners position peaked at $195K in Q2 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Capstone Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.