Clear Creek Financial Management’s Energy Transfer Partners ET Stock Holding History

Clear Creek Financial 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
2023 Q4	–	Sell	-28,727	Closed	-$403K	–	350
2023 Q3	$403K	Sell	28,727 -924	-3%	-$12.3K	0.07%	196
2023 Q2	$377K	Buy	29,651 +6	+0%	+$76	0.07%	212
2023 Q1	$370K	Buy	29,645 +1,361	+5%	+$17.2K	0.07%	199
2022 Q4	$336K	Buy	28,284 +5,070	+22%	+$60.8K	0.07%	197
2022 Q3	$256K	Buy	23,214 +694	+3%	+$7.73K	0.06%	216
2022 Q2	$225K	Sell	22,520 -3,715	-14%	-$41.6K	0.05%	257
2022 Q1	$294K	Buy	26,235 +496	+2%	+$4.92K	0.05%	257
2021 Q4	$212K	Buy	25,739 +1,962	+8%	+$17.8K	0.03%	316
2021 Q3	$228K	Buy	23,777 +4,720	+25%	+$45.3K	0.04%	274
2021 Q2	$203K	Buy	+19,057	New	+$183K	0.03%	304
2021 Q1	–	Sell	-20,152	Closed	-$124K	–	108
2020 Q4	$124K	Buy	+20,152	New	+$122K	0.02%	289

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Clear Creek Financial Management's ET Position: Q4 2023 in Review

Clear Creek Financial Management sold out of Energy Transfer Partners (ET) in Q4 2023, closing a stake of 28,727 shares — an estimated $403K sold.

Clear Creek Financial Management first reported a position in ET in Q4 2020 and held it in 11 quarters. The position peaked at $403K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

Clear Creek Financial Management reported no remaining Energy Transfer Partners position as of Q4 2023 after selling out during the quarter.
Clear Creek Financial Management sold 28,727 Energy Transfer Partners shares in Q4 2023, an estimated $403K.
Clear Creek Financial Management first reported a position in Energy Transfer Partners in Q4 2020 and held it in 11 quarters.
Clear Creek Financial Management's Energy Transfer Partners position peaked at $403K in Q3 2023.
1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on Clear Creek Financial Management's 13F filing for Q4 2023, filed 24 Jan 2024.