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

Evercore 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
2024 Q1	–	Sell	-11,491	Closed	-$159K	–	427
2023 Q4	$159K	Buy	+11,491	New	+$156K	﹤0.01%	414
2022 Q2	–	Sell	-106,043	Closed	-$1.19M	–	405
2022 Q1	$1.19M	Buy	+106,043	New	+$1.05M	0.02%	207
2021 Q2	–	Sell	-12,852	Closed	-$99K	–	429
2021 Q1	$99K	Buy	+12,852	New	+$93.8K	﹤0.01%	426
2020 Q4	–	Sell	-27,289	Closed	-$148K	–	423
2020 Q3	$148K	Hold	27,289	–	–	﹤0.01%	375
2020 Q2	$194K	Sell	27,289 -39,850	-59%	-$295K	0.01%	368
2020 Q1	$309K	Buy	67,139 +3,850	+6%	+$41K	0.01%	292
2019 Q4	$812K	Sell	63,289 -2,000	-3%	-$24.6K	0.02%	230
2019 Q3	$854K	Sell	65,289 -9,637	-13%	-$134K	0.03%	225
2019 Q2	$1.05M	Sell	74,926 -5,120	-6%	-$75.8K	0.03%	200
2019 Q1	$1.23M	Buy	80,046 +34,948	+77%	+$519K	0.04%	177
2018 Q4	$596K	Buy	+45,098	New	+$685K	0.02%	237
2018 Q1	–	Sell	-8,000	Closed	-$138K	–	481
2017 Q4	$138K	Hold	8,000	–	–	0.01%	415
2017 Q3	$139K	Hold	8,000	–	–	0.01%	411
2017 Q2	$144K	Hold	8,000	–	–	0.01%	412
2017 Q1	$158K	Sell	8,000 -3,600	-31%	-$67.8K	0.01%	408
2016 Q4	$224K	Hold	11,600	–	–	0.01%	345
2016 Q3	$195K	Sell	11,600 -200	-2%	-$3.38K	0.01%	379
2016 Q2	$170K	Sell	11,800 -20,063	-63%	-$239K	0.01%	385
2016 Q1	$227K	Sell	31,863 -21,250	-40%	-$167K	0.01%	333
2015 Q4	$730K	Buy	53,113 +40,263	+313%	+$752K	0.03%	213
2015 Q3	$267K	Hold	12,850	–	–	0.01%	341
2015 Q2	$412K	Hold	12,850	–	–	0.02%	297
2015 Q1	$407K	Hold	12,850	–	–	0.02%	306
2014 Q4	$370K	Sell	12,850 -31,600	-71%	-$910K	0.02%	287
2014 Q3	$1.37M	Sell	44,450 -30,950	-41%	-$909K	0.07%	162
2014 Q2	$2.22M	Buy	75,400 +3,600	+5%	+$91K	0.11%	133
2014 Q1	$1.68M	Buy	71,800 +8,400	+13%	+$181K	0.09%	144
2013 Q4	$1.3M	Hold	63,400	–	–	0.07%	167
2013 Q3	$1.04M	Buy	63,400 +58,800	+1,278%	+$936K	0.06%	211
2013 Q2	$69K	Buy	+4,600	New	+$67.2K	﹤0.01%	526