Carmichael Hill & Associates’s Energy Transfer Partners ET Stock Holding History

Carmichael Hill & 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 Q3	$75.6K	Buy	4,710 +1	+0%	+$16	0.03%	303
2024 Q2	$76.4K	Buy	4,709 +51	+1%	+$801	0.03%	282
2024 Q1	$73.3K	Buy	4,658 +3,064	+192%	+$44.6K	0.03%	290
2023 Q4	$22K	Sell	1,594 -3,000	-65%	-$40.8K	0.01%	460
2023 Q3	$64.5K	Hold	4,594	–	–	0.03%	291
2023 Q2	$58.3K	Buy	4,594 +814	+22%	+$10.3K	0.03%	316
2023 Q1	$47.1K	Hold	3,780	–	–	0.02%	336
2022 Q4	$44.9K	Hold	3,780	–	–	0.02%	356
2022 Q3	$42K	Hold	3,780	–	–	0.02%	353
2022 Q2	$38K	Hold	3,780	–	–	0.02%	376
2022 Q1	$42K	Hold	3,780	–	–	0.02%	389
2021 Q4	$31K	Sell	3,780 -1,000	-21%	-$9.09K	0.01%	448
2021 Q3	$46K	Hold	4,780	–	–	0.02%	359
2021 Q2	$51K	Hold	4,780	–	–	0.03%	345
2021 Q1	$37K	Hold	4,780	–	–	0.02%	393
2020 Q4	$30K	Hold	4,780	–	–	0.02%	403
2020 Q3	$26K	Hold	4,780	–	–	0.02%	392
2020 Q2	$34K	Sell	4,780 -3,696	-44%	-$27.4K	0.03%	333
2020 Q1	$39K	Buy	8,476 +300	+4%	+$3.2K	0.03%	290
2019 Q4	$105K	Buy	+8,176	New	+$101K	0.07%	195

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Carmichael Hill & Associates's ET Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Energy Transfer Partners (ET) stake by 0.02% in Q3 2024, buying an estimated $16 and bringing the position to 4,710 shares worth $75.6K. The position accounts for 0.03% of the portfolio, ranked #303.

Carmichael Hill & Associates first reported a position in ET in Q4 2019 and has held it in 20 quarters since. The position peaked at $105K in Q4 2019. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Carmichael Hill & Associates held 4,710 shares of Energy Transfer Partners worth $75.6K as of Q3 2024.
Carmichael Hill & Associates bought 1 Energy Transfer Partners share in Q3 2024, an estimated $16.
Energy Transfer Partners made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #303 holding.
Carmichael Hill & Associates first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Energy Transfer Partners position peaked at $105K in Q4 2019.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.