Coastal Bridge Advisors’s Energy Transfer Partners ET Stock Holding History

Coastal Bridge Advisors’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
2026 Q1	–	Sell	-13,194	Closed	-$218K	–	458
2025 Q4	$218K	Sell	13,194 -1,320	-9%	-$22K	0.02%	421
2025 Q3	$249K	Sell	14,514 -15,059	-51%	-$264K	0.02%	391
2025 Q2	$536K	Sell	29,573 -188	-0.6%	-$3.28K	0.04%	282
2025 Q1	$553K	Buy	+29,761	New	+$580K	0.14%	155
2020 Q3	–	Sell	-11,653	Closed	-$83K	–	133
2020 Q2	$83K	Buy	11,653 +269	+2%	+$1.99K	0.03%	141
2020 Q1	$52K	Buy	+11,384	New	+$121K	0.02%	140
2019 Q4	–	Sell	-13,645	Closed	-$178K	–	137
2019 Q3	$178K	Buy	+13,645	New	+$190K	0.06%	137

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Coastal Bridge Advisors's ET Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 13,194 shares — an estimated $218K sold.

Coastal Bridge Advisors first reported a position in ET in Q3 2019 and held it in 7 quarters. The position peaked at $553K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Coastal Bridge Advisors reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Coastal Bridge Advisors sold 13,194 Energy Transfer Partners shares in Q1 2026, an estimated $218K.
Coastal Bridge Advisors first reported a position in Energy Transfer Partners in Q3 2019 and held it in 7 quarters.
Coastal Bridge Advisors's Energy Transfer Partners position peaked at $553K in Q1 2025.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.