GYL Financial Synergies’s Energy Transfer Partners ET Stock Holding History

GYL Financial Synergies’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
2023 Q4	–	Sell	-11,204	Closed	-$157K	–	367
2023 Q3	$157K	Hold	11,204	–	–	0.02%	325
2023 Q2	$142K	Sell	11,204 -45,283	-80%	-$574K	0.01%	340
2023 Q1	$704K	Buy	+56,487	New	+$714K	0.08%	161

Other funds holding ET

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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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GYL Financial Synergies's ET Position: Q4 2023 in Review

GYL Financial Synergies sold out of Energy Transfer Partners (ET) in Q4 2023, closing a stake of 11,204 shares — an estimated $157K sold.

GYL Financial Synergies first reported a position in ET in Q1 2023 and held it in 3 quarters. The position peaked at $704K in Q1 2023. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

GYL Financial Synergies reported no remaining Energy Transfer Partners position as of Q4 2023 after selling out during the quarter.
GYL Financial Synergies sold 11,204 Energy Transfer Partners shares in Q4 2023, an estimated $157K.
GYL Financial Synergies first reported a position in Energy Transfer Partners in Q1 2023 and held it in 3 quarters.
GYL Financial Synergies's Energy Transfer Partners position peaked at $704K in Q1 2023.
1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on GYL Financial Synergies's 13F filing for Q4 2023, filed 9 Feb 2024.