GoalVest Advisory’s Energy Transfer Partners ET Stock Holding History

GoalVest 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 Q4	–	Sell	-583	Closed	-$9.36K	–	397
2024 Q3	$9.36K	Buy	+583	New	+$9.38K	﹤0.01%	329
2022 Q3	–	Sell	-439	Closed	-$4K	–	272
2022 Q2	$4K	Buy	+439	New	+$4.92K	﹤0.01%	270

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

GoalVest Advisory's ET Position: Q4 2024 in Review

GoalVest Advisory sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 583 shares — an estimated $9.36K sold.

GoalVest Advisory first reported a position in ET in Q2 2022 and held it in 2 quarters. The position peaked at $9.36K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

GoalVest Advisory reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
GoalVest Advisory sold 583 Energy Transfer Partners shares in Q4 2024, an estimated $9.36K.
GoalVest Advisory first reported a position in Energy Transfer Partners in Q2 2022 and held it in 2 quarters.
GoalVest Advisory's Energy Transfer Partners position peaked at $9.36K in Q3 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.