HBC Financial Services’s Energy Transfer Partners ET Stock Holding History

HBC 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 Q4	$64K	Hold	3,300	–	–	0.04%	64
2024 Q3	$54K	Buy	3,300 +800	+32%	+$12.9K	0.03%	75
2024 Q2	$40K	Hold	2,500	–	–	0.03%	80
2024 Q1	$38K	Hold	2,500	–	–	0.03%	74
2023 Q4	$34K	Hold	2,500	–	–	0.02%	80
2023 Q3	$35K	Sell	2,500 -500	-17%	-$6.63K	0.03%	69
2023 Q2	$39K	Hold	3,000	–	–	0.03%	73
2023 Q1	$38K	Buy	+3,000	New	+$37.9K	0.03%	80

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

HBC Financial Services's ET Position: Q4 2024 in Review

HBC Financial Services held its Energy Transfer Partners (ET) position steady in Q4 2024 at 3,300 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #64.

HBC Financial Services first reported a position in ET in Q1 2023 and has held it in 8 quarters since. 1,205 funds tracked by Wall St. Rank hold ET as of Q4 2024.

HBC Financial Services held 3,300 shares of Energy Transfer Partners worth $64K as of Q4 2024.
HBC Financial Services left its Energy Transfer Partners share count unchanged in Q4 2024.
Energy Transfer Partners made up 0.04% of HBC Financial Services's portfolio in Q4 2024, its #64 holding.
HBC Financial Services first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 8 quarters since.
1,205 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.