Family Management’s Energy Transfer Partners ET Stock Holding History

Family Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$248K	Hold	13,664	–	–	0.04%	156
2025 Q1	$254K	Hold	13,664	–	–	0.04%	143
2024 Q4	$268K	Hold	13,664	–	–	0.04%	135
2024 Q3	$219K	Buy	+13,664	New	+$219K	0.04%	150
2021 Q3	–	Sell	-12,534	Closed	-$133K	–	181
2021 Q2	$133K	Hold	12,534	–	–	0.04%	182
2021 Q1	$96K	Hold	12,534	–	–	0.03%	155
2020 Q4	$77K	Hold	12,534	–	–	0.03%	162
2020 Q3	$68K	Sell	12,534 -1,604	-11%	-$8.7K	0.03%	119
2020 Q2	$101K	Buy	14,138 +620	+5%	+$4.43K	0.04%	145
2020 Q1	$62K	Sell	13,518 -75,403	-85%	-$346K	0.03%	144
2019 Q4	$1.14M	Buy	88,921 +19,731	+29%	+$253K	0.39%	58
2019 Q3	$905K	Buy	69,190 +9,003	+15%	+$118K	0.34%	60
2019 Q2	$847K	Buy	60,187 +30,690	+104%	+$432K	0.33%	62
2019 Q1	$453K	Buy	+29,497	New	+$453K	0.2%	86
2017 Q4	–	Sell	-14,000	Closed	-$243K	–	64
2017 Q3	$243K	Hold	14,000	–	–	0.17%	55
2017 Q2	$251K	Hold	14,000	–	–	0.17%	49
2017 Q1	$276K	Hold	14,000	–	–	0.19%	48
2016 Q4	$270K	Hold	14,000	–	–	0.18%	52
2016 Q3	$235K	Hold	14,000	–	–	0.13%	66
2016 Q2	$201K	Sell	14,000 -88,350	-86%	-$1.27M	0.11%	73
2016 Q1	$730K	Sell	102,350 -1,500	-1%	-$10.7K	0.47%	36
2015 Q4	$1.43M	Sell	103,850 -7,450	-7%	-$102K	0.74%	38
2015 Q3	$2.32M	Sell	111,300 -7,000	-6%	-$146K	1.02%	33
2015 Q2	$3.8M	Buy	118,300 +21,950	+23%	+$704K	1.57%	26
2015 Q1	$3.05M	Sell	96,350 -8,700	-8%	-$276K	1.41%	33
2014 Q4	$3.01M	Sell	105,050 -5,400	-5%	-$155K	1.37%	30
2014 Q3	$3.41M	Sell	110,450 -2,600	-2%	-$80.2K	1.55%	29
2014 Q2	$3.33M	Sell	113,050 -2,250	-2%	-$66.3K	1.62%	27
2014 Q1	$2.7M	Sell	115,300 -300	-0.3%	-$7.01K	1.4%	33
2013 Q4	$2.36M	Sell	115,600 -2,500	-2%	-$51.1K	1.36%	30
2013 Q3	$1.94M	Sell	118,100 -500	-0.4%	-$8.22K	1.26%	33
2013 Q2	$1.77M	Buy	+118,600	New	+$1.77M	1.08%	36