CW
ET icon

CIC Wealth’s Energy Transfer Partners ET Stock Holding History

CIC Wealth’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 		$376K Buy
23,439
+5,633
+32% +$90.6K 0.1% 116
2024
Q2 		$289K Buy
17,806
+6,101
+52% +$95.9K 0.08% 125
2024
Q1 		$184K Buy
+11,705
New +$170K 0.05% 157

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIC Wealth's ET Position: Q3 2024 in Review

CIC Wealth increased its Energy Transfer Partners (ET) stake by 32% in Q3 2024, buying an estimated $90.6K and bringing the position to 23,439 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #116.

CIC Wealth first reported a position in ET in Q1 2024 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold ET as of Q3 2024.

  • CIC Wealth held 23,439 shares of Energy Transfer Partners worth $376K as of Q3 2024.
  • CIC Wealth bought 5,633 Energy Transfer Partners shares in Q3 2024, an estimated $90.6K.
  • Energy Transfer Partners made up 0.1% of CIC Wealth's portfolio in Q3 2024, its #116 holding.
  • CIC Wealth first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 3 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.