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Gofen & Glossberg’s Energy Transfer Partners ET Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$119K Sell
10,051
-1,200
-11% -$14.4K ﹤0.01% 544
2022
Q3 		$124K Buy
11,251
+1,200
+12% +$13.4K ﹤0.01% 519
2022
Q2 		$100K Hold
10,051
– – ﹤0.01% 526
2022
Q1 		$112K Buy
+10,051
New +$99.7K ﹤0.01% 575
2021
Q1 		– Sell
-10,219
Closed -$63K – 553
2020
Q4 		$63K Sell
10,219
-1,600
-14% -$9.68K ﹤0.01% 521
2020
Q3 		$64K Hold
11,819
– – ﹤0.01% 465
2020
Q2 		$84K Hold
11,819
– – ﹤0.01% 435
2020
Q1 		$54K Sell
11,819
-6,200
-34% -$66.1K ﹤0.01% 424
2019
Q4 		$231K Hold
18,019
– – 0.01% 418
2019
Q3 		$236K Buy
18,019
+5,800
+47% +$80.9K 0.01% 400
2019
Q2 		$172K Sell
12,219
-76
-0.6% -$1.13K 0.01% 423
2019
Q1 		$189K Hold
12,295
– – 0.01% 420
2018
Q4 		$162K Buy
12,295
+1,944
+19% +$29.5K 0.01% 407
2018
Q3 		$180K Hold
10,351
– – 0.01% 443
2018
Q2 		$179K Hold
10,351
– – 0.01% 430
2018
Q1 		$147K Hold
10,351
– – 0.01% 441
2017
Q4 		$179K Hold
10,351
– – 0.01% 465
2017
Q3 		$180K Buy
+10,351
New +$181K 0.01% 448
2015
Q4 		– Sell
-9,820
Closed -$204K – 452
2015
Q3 		$204K Buy
9,820
+1,200
+14% +$33.9K 0.01% 412
2015
Q2 		$277K Hold
8,620
– – 0.01% 373
2015
Q1 		$273K Sell
8,620
-1,000
-10% -$29.6K 0.01% 378
2014
Q4 		$276K Hold
9,620
– – 0.01% 372
2014
Q3 		$297K Hold
9,620
– – 0.01% 346
2014
Q2 		$284K Hold
9,620
– – 0.01% 360
2014
Q1 		$210K Hold
9,620
– – 0.01% 402
2013
Q4 		$197K Hold
9,620
– – 0.01% 410
2013
Q3 		$158K Buy
+9,620
New +$153K 0.01% 415

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gofen & Glossberg's ET Position: Q4 2022 in Review

Gofen & Glossberg reduced its Energy Transfer Partners (ET) stake by 11% in Q4 2022, selling an estimated $14.4K and leaving 10,051 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Gofen & Glossberg first reported a position in ET in Q3 2013 and has held it in 27 quarters since. The position peaked at $297K in Q3 2014. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

  • Gofen & Glossberg held 10,051 shares of Energy Transfer Partners worth $119K as of Q4 2022.
  • Gofen & Glossberg sold 1,200 Energy Transfer Partners shares in Q4 2022, an estimated $14.4K.
  • Energy Transfer Partners made up ﹤0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #544 holding.
  • Gofen & Glossberg first reported a position in Energy Transfer Partners in Q3 2013 and has held it in 27 quarters since.
  • Gofen & Glossberg's Energy Transfer Partners position peaked at $297K in Q3 2014.
  • 912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.