Citizens Business Bank’s Energy Transfer Partners ET Stock Holding History

Citizens Business Bank’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 Q2	–	Sell	-25,000	Closed	-$393K	–	104
2024 Q1	$393K	Sell	25,000 -25,000	-50%	-$364K	0.08%	95
2023 Q4	$690K	Buy	+50,000	New	+$680K	0.15%	74

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Citizens Business Bank's ET Position: Q2 2024 in Review

Citizens Business Bank sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 25,000 shares — an estimated $393K sold.

Citizens Business Bank first reported a position in ET in Q4 2023 and held it in 2 quarters. The position peaked at $690K in Q4 2023. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Citizens Business Bank reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
Citizens Business Bank sold 25,000 Energy Transfer Partners shares in Q2 2024, an estimated $393K.
Citizens Business Bank first reported a position in Energy Transfer Partners in Q4 2023 and held it in 2 quarters.
Citizens Business Bank's Energy Transfer Partners position peaked at $690K in Q4 2023.
1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Citizens Business Bank's 13F filing for Q2 2024, filed 5 Aug 2024.