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Coston McIsaac & Partners’s Energy Transfer Partners ET Stock Holding History

Coston McIsaac & Partners’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
Q2 		– Sell
-200
Closed -$2K – 782
2023
Q1 		$2K Buy
+200
New +$2.53K ﹤0.01% 685

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AA
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Invesco
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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
N
Natixis Paris, France $28B AUM 26.79% 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

Coston McIsaac & Partners's ET Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 200 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in ET in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 200 Energy Transfer Partners shares in Q2 2023, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in Energy Transfer Partners in Q1 2023 and held it in 1 quarter.
  • Coston McIsaac & Partners's Energy Transfer Partners position peaked at $2K in Q1 2023.
  • 953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.