Endurance Wealth Management’s Energy Transfer Partners ET Stock Holding History

Endurance Wealth Management’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	$97K	Buy	7,620 +2,180	+40%	+$27.6K	0.01%	274
2023 Q1	$68K	Buy	+5,440	New	+$68.7K	0.01%	310
2021 Q4	–	Sell	-2,000	Closed	-$19K	–	634
2021 Q3	$19K	Hold	2,000	–	–	﹤0.01%	454
2021 Q2	$21K	Hold	2,000	–	–	﹤0.01%	445
2021 Q1	$15K	Buy	+2,000	New	+$14.6K	﹤0.01%	488

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

TCA

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Endurance Wealth Management's ET Position: Q2 2023 in Review

Endurance Wealth Management increased its Energy Transfer Partners (ET) stake by 40% in Q2 2023, buying an estimated $27.6K and bringing the position to 7,620 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #274.

Endurance Wealth Management first reported a position in ET in Q1 2021 and has held it in 5 quarters since. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

Endurance Wealth Management held 7,620 shares of Energy Transfer Partners worth $97K as of Q2 2023.
Endurance Wealth Management bought 2,180 Energy Transfer Partners shares in Q2 2023, an estimated $27.6K.
Energy Transfer Partners made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #274 holding.
Endurance Wealth Management first reported a position in Energy Transfer Partners in Q1 2021 and has held it in 5 quarters since.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.