Eudaimonia Advisors’s Energy Transfer Partners ET Stock Holding History

Eudaimonia 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	$646K	Hold	41,056	–	–	0.34%	84
2023 Q4	$567K	Sell	41,056 -148	-0.4%	-$2.01K	0.37%	81
2023 Q3	$578K	Buy	41,204 +2,167	+6%	+$28.7K	0.41%	76
2023 Q2	$496K	Hold	39,037	–	–	0.33%	85
2023 Q1	$487K	Buy	39,037 +200	+0.5%	+$2.53K	0.33%	88
2022 Q4	$461K	Buy	38,837 +300	+0.8%	+$3.6K	0.31%	85
2022 Q3	$425K	Buy	38,537 +450	+1%	+$5.01K	0.29%	85
2022 Q2	$380K	Buy	38,087 +200	+0.5%	+$2.24K	0.26%	98
2022 Q1	$424K	Buy	37,887 +4,050	+12%	+$40.2K	0.24%	101
2021 Q4	$278K	Buy	+33,837	New	+$307K	0.16%	130

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

Eudaimonia Advisors's ET Position: Q1 2024 in Review

Eudaimonia Advisors held its Energy Transfer Partners (ET) position steady in Q1 2024 at 41,056 shares worth $646K. The position accounts for 0.34% of the portfolio, ranked #84.

Eudaimonia Advisors first reported a position in ET in Q4 2021 and has held it in 10 quarters since. 1,060 funds tracked by Wall St. Rank hold ET as of Q1 2024.

Eudaimonia Advisors held 41,056 shares of Energy Transfer Partners worth $646K as of Q1 2024.
Eudaimonia Advisors left its Energy Transfer Partners share count unchanged in Q1 2024.
Energy Transfer Partners made up 0.34% of Eudaimonia Advisors's portfolio in Q1 2024, its #84 holding.
Eudaimonia Advisors first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 10 quarters since.
1,060 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.