First Personal Financial Services’s Energy Transfer Partners ET Stock Holding History

First Personal Financial Services’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 Q3	$22.5K	Hold	1,399	–	–	﹤0.01%	255
2024 Q2	$22.7K	Hold	1,399	–	–	0.01%	232
2024 Q1	$22K	Hold	1,399	–	–	0.01%	235
2023 Q4	$19.3K	Hold	1,399	–	–	﹤0.01%	263
2023 Q3	$19.6K	Hold	1,399	–	–	0.01%	261
2023 Q2	$17.8K	Hold	1,399	–	–	﹤0.01%	279
2023 Q1	$17.4K	Hold	1,399	–	–	﹤0.01%	294
2022 Q4	$16.6K	Hold	1,399	–	–	﹤0.01%	303
2022 Q3	$15K	Hold	1,399	–	–	﹤0.01%	307
2022 Q2	$14K	Hold	1,399	–	–	﹤0.01%	255
2022 Q1	$16K	Sell	1,399 -500	-26%	-$4.96K	﹤0.01%	264
2021 Q4	$16K	Hold	1,899	–	–	﹤0.01%	260
2021 Q3	$18K	Hold	1,899	–	–	﹤0.01%	254
2021 Q2	$20K	Hold	1,899	–	–	0.01%	253
2021 Q1	$15K	Hold	1,899	–	–	﹤0.01%	260
2020 Q4	$12K	Hold	1,899	–	–	﹤0.01%	273
2020 Q3	$10K	Hold	1,899	–	–	﹤0.01%	256
2020 Q2	$14K	Hold	1,899	–	–	﹤0.01%	248
2020 Q1	$9K	Hold	1,899	–	–	﹤0.01%	248
2019 Q4	$24K	Hold	1,899	–	–	0.01%	235
2019 Q3	$25K	Hold	1,899	–	–	0.01%	307
2019 Q2	$27K	Hold	1,899	–	–	0.01%	367
2019 Q1	$29K	Hold	1,899	–	–	0.01%	351
2018 Q4	$25K	Buy	+1,899	New	+$28.8K	0.01%	345
2017 Q1	–	Sell	-391	Closed	-$8K	–	891
2016 Q4	$8K	Hold	391	–	–	﹤0.01%	754
2016 Q3	$7K	Buy	+391	New	+$6.6K	﹤0.01%	651

Other funds holding ET

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First Personal Financial Services's ET Position: Q3 2024 in Review

First Personal Financial Services held its Energy Transfer Partners (ET) position steady in Q3 2024 at 1,399 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

First Personal Financial Services first reported a position in ET in Q3 2016 and has held it in 26 quarters since. The position peaked at $29K in Q1 2019. 1,099 funds tracked by Wall St. Rank hold ET as of Q3 2024.

First Personal Financial Services held 1,399 shares of Energy Transfer Partners worth $22.5K as of Q3 2024.
First Personal Financial Services left its Energy Transfer Partners share count unchanged in Q3 2024.
Energy Transfer Partners made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #255 holding.
First Personal Financial Services first reported a position in Energy Transfer Partners in Q3 2016 and has held it in 26 quarters since.
First Personal Financial Services's Energy Transfer Partners position peaked at $29K in Q1 2019.
1,099 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.