Cedar Wealth Management’s Energy Transfer Partners ET Stock Holding History

Cedar Wealth 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 Q4	–	Sell	-5,000	Closed	-$80.3K	–	207
2024 Q3	$80.3K	Hold	5,000	–	–	0.02%	136
2024 Q2	$81.1K	Buy	+5,000	New	+$78.6K	0.03%	138
2019 Q4	–	Sell	-3,454	Closed	-$45K	–	173
2019 Q3	$45K	Hold	3,454	–	–	0.03%	97
2019 Q2	$49K	Buy	3,454 +270	+8%	+$4K	0.03%	107
2019 Q1	$49K	Buy	3,184 +310	+11%	+$4.61K	0.03%	100
2018 Q4	$38K	Buy	2,874 +694	+32%	+$10.5K	0.03%	93
2018 Q3	$38K	Sell	2,180 -1,080	-33%	-$19.2K	0.02%	94
2018 Q2	$56K	Sell	3,260 -14,670	-82%	-$241K	0.03%	76
2018 Q1	$255K	Hold	17,930	–	–	0.16%	41
2017 Q4	$309K	Hold	17,930	–	–	0.18%	32
2017 Q3	$312K	Hold	17,930	–	–	0.19%	31
2017 Q2	$322K	Hold	17,930	–	–	0.21%	26
2017 Q1	$354K	Hold	17,930	–	–	0.22%	24
2016 Q4	$346K	Buy	+17,930	New	+$299K	0.24%	22
2016 Q3	–	Sell	-17,930	Closed	-$258K	–	123
2016 Q2	$258K	Buy	+17,930	New	+$214K	0.16%	28

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Cedar Wealth Management's ET Position: Q4 2024 in Review

Cedar Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 5,000 shares — an estimated $80.3K sold.

Cedar Wealth Management first reported a position in ET in Q2 2016 and held it in 15 quarters. The position peaked at $354K in Q1 2017. 1,205 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Cedar Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 5,000 Energy Transfer Partners shares in Q4 2024, an estimated $80.3K.
Cedar Wealth Management first reported a position in Energy Transfer Partners in Q2 2016 and held it in 15 quarters.
Cedar Wealth Management's Energy Transfer Partners position peaked at $354K in Q1 2017.
1,205 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.