Global Assets Advisory’s Energy Transfer Partners ET Stock Holding History

Global Assets Advisory’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 Q2	–	Sell	-825	Closed	-$12.9K	–	197
2024 Q1	$12.9K	Buy	+825	New	+$12K	0.01%	515
2023 Q2	–	Sell	-10,490	Closed	-$135K	–	120
2023 Q1	$135K	Buy	+10,490	New	+$133K	0.14%	115

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

Global Assets Advisory's ET Position: Q2 2024 in Review

Global Assets Advisory sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 825 shares — an estimated $12.9K sold.

Global Assets Advisory first reported a position in ET in Q1 2023 and held it in 2 quarters. The position peaked at $135K in Q1 2023. 1,078 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Global Assets Advisory reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 825 Energy Transfer Partners shares in Q2 2024, an estimated $12.9K.
Global Assets Advisory first reported a position in Energy Transfer Partners in Q1 2023 and held it in 2 quarters.
Global Assets Advisory's Energy Transfer Partners position peaked at $135K in Q1 2023.
1,078 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.