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Cooper Financial Group’s Energy Transfer Partners ET Stock Holding History

Cooper Financial Group’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
-25,993
Closed -$417K – 392
2024
Q3 		$417K Buy
+25,993
New +$418K 0.05% 269
2024
Q2 		– Sell
-25,993
Closed -$409K – 378
2024
Q1 		$409K Hold
25,993
– – 0.07% 247
2023
Q4 		$359K Buy
25,993
+14,393
+124% +$196K 0.07% 249
2023
Q3 		$163K Buy
11,600
+1,000
+9% +$13.3K 0.04% 318
2023
Q2 		$135K Buy
+10,600
New +$134K 0.03% 312

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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

Cooper Financial Group's ET Position: Q4 2024 in Review

Cooper Financial Group sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 25,993 shares — an estimated $417K sold.

Cooper Financial Group first reported a position in ET in Q2 2023 and held it in 5 quarters. The position peaked at $417K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

  • Cooper Financial Group reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
  • Cooper Financial Group sold 25,993 Energy Transfer Partners shares in Q4 2024, an estimated $417K.
  • Cooper Financial Group first reported a position in Energy Transfer Partners in Q2 2023 and held it in 5 quarters.
  • Cooper Financial Group's Energy Transfer Partners position peaked at $417K in Q3 2024.
  • 1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Cooper Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.