Eagle Strategies’s Energy Transfer Partners ET Stock Holding History

Eagle Strategies’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 Q2	–	Sell	-14,068	Closed	-$221K	–	246
2024 Q1	$221K	Buy	+14,068	New	+$205K	0.05%	245
2022 Q1	–	Sell	-185,253	Closed	-$1.52M	–	142
2021 Q4	$1.52M	Buy	+185,253	New	+$1.68M	0.59%	44

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

TCA

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

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

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

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Eagle Strategies's ET Position: Q2 2024 in Review

Eagle Strategies sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 14,068 shares — an estimated $221K sold.

Eagle Strategies first reported a position in ET in Q4 2021 and held it in 2 quarters. The position peaked at $1.52M in Q4 2021. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Eagle Strategies reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
Eagle Strategies sold 14,068 Energy Transfer Partners shares in Q2 2024, an estimated $221K.
Eagle Strategies first reported a position in Energy Transfer Partners in Q4 2021 and held it in 2 quarters.
Eagle Strategies's Energy Transfer Partners position peaked at $1.52M in Q4 2021.
1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.