Cumberland Advisors’s Energy Transfer Partners ET Stock Holding History

Cumberland 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
2024 Q1	–	Sell	-13,209	Closed	-$182K	–	57
2023 Q4	$182K	Hold	13,209	–	–	0.08%	52
2023 Q3	$185K	Buy	13,209 +1,480	+13%	+$19.6K	0.08%	55
2023 Q2	$149K	Hold	11,729	–	–	0.07%	56
2023 Q1	$146K	Hold	11,729	–	–	0.06%	58
2022 Q4	$139K	Hold	11,729	–	–	0.06%	57
2022 Q3	$129K	Hold	11,729	–	–	0.05%	53
2022 Q2	$117K	Buy	11,729 +2	+0%	+$22	0.04%	54
2022 Q1	$131K	Buy	+11,727	New	+$116K	0.03%	58
2019 Q1	–	Sell	-13,336	Closed	-$176K	–	75
2018 Q4	$176K	Buy	+13,336	New	+$203K	0.06%	68
2016 Q1	–	Sell	-750	Closed	-$10K	–	52
2015 Q4	$10K	Sell	750 -50	-6%	-$934	0.01%	53
2015 Q3	$17K	Sell	800 -1,000	-56%	-$28.2K	0.01%	37
2015 Q2	$58K	Hold	1,800	–	–	0.03%	41
2015 Q1	$57K	Hold	1,800	–	–	0.03%	43
2014 Q4	$52K	Buy	1,800 +300	+20%	+$8.64K	0.03%	49
2014 Q3	$46K	Buy	1,500 +500	+50%	+$14.7K	0.03%	51
2014 Q2	$29K	Buy	+1,000	New	+$25.3K	0.02%	37

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cumberland Advisors's ET Position: Q1 2024 in Review

Cumberland Advisors sold out of Energy Transfer Partners (ET) in Q1 2024, closing a stake of 13,209 shares — an estimated $182K sold.

Cumberland Advisors first reported a position in ET in Q2 2014 and held it in 16 quarters. The position peaked at $185K in Q3 2023. 1,062 funds tracked by Wall St. Rank hold ET as of Q1 2024.

Cumberland Advisors reported no remaining Energy Transfer Partners position as of Q1 2024 after selling out during the quarter.
Cumberland Advisors sold 13,209 Energy Transfer Partners shares in Q1 2024, an estimated $182K.
Cumberland Advisors first reported a position in Energy Transfer Partners in Q2 2014 and held it in 16 quarters.
Cumberland Advisors's Energy Transfer Partners position peaked at $185K in Q3 2023.
1,062 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Cumberland Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.