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

Executive 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 Q4	$313K	Sell	15,962 -400	-2%	-$7.08K	0.02%	204
2024 Q3	$263K	Buy	+16,362	New	+$263K	0.02%	234
2019 Q3	–	Sell	-8,575	Closed	-$121K	–	337
2019 Q2	$121K	Sell	8,575 -2,434	-22%	-$36K	0.02%	200
2019 Q1	$169K	Buy	11,009 +2,224	+25%	+$33K	0.03%	159
2018 Q4	$116K	Buy	+8,785	New	+$133K	0.02%	186

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Executive Wealth Management's ET Position: Q4 2024 in Review

Executive Wealth Management reduced its Energy Transfer Partners (ET) stake by 2.4% in Q4 2024, selling an estimated $7.08K and leaving 15,962 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #204.

Executive Wealth Management first reported a position in ET in Q4 2018 and has held it in 5 quarters since. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Executive Wealth Management held 15,962 shares of Energy Transfer Partners worth $313K as of Q4 2024.
Executive Wealth Management sold 400 Energy Transfer Partners shares in Q4 2024, an estimated $7.08K.
Energy Transfer Partners made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #204 holding.
Executive Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 5 quarters since.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.