Coulter & Justus Financial Services’s Energy Transfer Partners ET Stock Holding History

Coulter & Justus Financial Services’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 Q1	$467K	Buy	+29,712	New	+$433K	0.1%	66

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

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

TCA

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Coulter & Justus Financial Services's ET Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Energy Transfer Partners (ET) in Q1 2024: 29,712 shares worth $467K. The stake represents 0.1% of the portfolio and ranks #66 among its holdings.

1,060 funds tracked by Wall St. Rank hold ET as of Q1 2024.

Coulter & Justus Financial Services held 29,712 shares of Energy Transfer Partners worth $467K as of Q1 2024.
Energy Transfer Partners was a new Coulter & Justus Financial Services position in Q1 2024.
Energy Transfer Partners made up 0.1% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #66 holding.
1,060 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.