Catalina Capital Group’s Energy Transfer Partners ET Stock Holding History

Catalina Capital Group’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 Q1	–	Sell	-12,226	Closed	-$169K	–	311
2023 Q4	$169K	Buy	+12,226	New	+$166K	0.11%	149

Other funds holding ET

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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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Catalina Capital Group's ET Position: Q1 2024 in Review

Catalina Capital Group sold out of Energy Transfer Partners (ET) in Q1 2024, closing a stake of 12,226 shares — an estimated $169K sold.

Catalina Capital Group first reported a position in ET in Q4 2023 and held it in 1 quarter. The position peaked at $169K in Q4 2023. 1,060 funds tracked by Wall St. Rank hold ET as of Q1 2024.

Catalina Capital Group reported no remaining Energy Transfer Partners position as of Q1 2024 after selling out during the quarter.
Catalina Capital Group sold 12,226 Energy Transfer Partners shares in Q1 2024, an estimated $169K.
Catalina Capital Group first reported a position in Energy Transfer Partners in Q4 2023 and held it in 1 quarter.
Catalina Capital Group's Energy Transfer Partners position peaked at $169K in Q4 2023.
1,060 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Catalina Capital Group's 13F filing for Q1 2024, filed 3 May 2024.