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HoyleCohen’s Energy Transfer Partners ET Stock Holding History

HoyleCohen’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 		$296K Buy
18,278
+63
+0.3% +$990 0.02% 231
2024
Q1 		$287K Hold
18,215
– – 0.02% 239
2023
Q4 		$251K Hold
18,215
– – 0.02% 244
2023
Q3 		$256K Sell
18,215
-1,705
-9% -$22.6K 0.02% 232
2023
Q2 		$253K Hold
19,920
– – 0.02% 237
2023
Q1 		$248K Sell
19,920
-1,979
-9% -$25K 0.02% 234
2022
Q4 		$260K Buy
21,899
+1,915
+10% +$23K 0.03% 236
2022
Q3 		$220K Hold
19,984
– – 0.02% 235
2022
Q2 		$199K Hold
19,984
– – 0.02% 248
2022
Q1 		$224K Sell
19,984
-750
-4% -$7.44K 0.02% 253
2021
Q4 		$171K Sell
20,734
-686
-3% -$6.23K 0.01% 270
2021
Q3 		$205K Sell
21,420
-1,262
-6% -$12.1K 0.02% 259
2021
Q2 		$241 Hold
22,682
– – 0.02% 244
2021
Q1 		$174K Sell
22,682
-21,651
-49% -$158K 0.02% 259
2020
Q4 		$274K Sell
44,333
-3,039
-6% -$18.4K 0.03% 196
2020
Q3 		$257K Sell
47,372
-613
-1% -$3.89K 0.04% 186
2020
Q2 		$342K Sell
47,985
-3,735
-7% -$27.7K 0.06% 148
2020
Q1 		$238K Sell
51,720
-2,202
-4% -$23.5K 0.05% 161
2019
Q4 		$692K Sell
53,922
-3,691
-6% -$45.5K 0.11% 124
2019
Q3 		$754K Buy
57,613
+3,517
+7% +$49K 0.13% 119
2019
Q2 		$762K Buy
54,096
+5
+0% +$74 0.13% 118
2019
Q1 		$831K Buy
54,091
+9,367
+21% +$139K 0.15% 112
2018
Q4 		$591K Buy
+44,724
New +$679K 0.12% 112

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

HoyleCohen's ET Position: Q2 2024 in Review

HoyleCohen increased its Energy Transfer Partners (ET) stake by 0.35% in Q2 2024, buying an estimated $990 and bringing the position to 18,278 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #231.

HoyleCohen first reported a position in ET in Q4 2018 and has held it in 23 quarters since. The position peaked at $831K in Q1 2019. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

  • HoyleCohen held 18,278 shares of Energy Transfer Partners worth $296K as of Q2 2024.
  • HoyleCohen bought 63 Energy Transfer Partners shares in Q2 2024, an estimated $990.
  • Energy Transfer Partners made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #231 holding.
  • HoyleCohen first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 23 quarters since.
  • HoyleCohen's Energy Transfer Partners position peaked at $831K in Q1 2019.
  • 1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.