Institutional & Family Asset Management’s Energy Transfer Partners ET Stock Holding History

Institutional & Family Asset Management’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	$3.85M	Hold	237,268	–	–	0.59%	57
2024 Q1	$3.73M	Hold	237,268	–	–	0.59%	63
2023 Q4	$3.27M	Buy	237,268 +38,220	+19%	+$519K	0.54%	63
2023 Q3	$2.79M	Hold	199,048	–	–	0.46%	67
2023 Q2	$2.53M	Hold	199,048	–	–	0.41%	69
2023 Q1	$2.48M	Buy	199,048 +56,930	+40%	+$719K	0.41%	68
2022 Q4	$1.69M	Hold	142,118	–	–	0.28%	76
2022 Q3	$1.57M	Hold	142,118	–	–	0.28%	71
2022 Q2	$1.42M	Hold	142,118	–	–	0.24%	75
2022 Q1	$1.59M	Buy	142,118 +10,264	+8%	+$102K	0.25%	78
2021 Q4	$1.08M	Buy	131,854 +25,574	+24%	+$232K	0.17%	93
2021 Q3	$1.02M	Hold	106,280	–	–	0.16%	98
2021 Q2	$1.13M	Buy	106,280 +12,692	+14%	+$122K	0.19%	90
2021 Q1	$719K	Sell	93,588 -17,105	-15%	-$125K	0.14%	105
2020 Q4	$684K	Sell	110,693 -24,854	-18%	-$150K	0.14%	105
2020 Q3	$735K	Sell	135,547 -1,410	-1%	-$8.95K	0.17%	95
2020 Q2	$975K	Buy	136,957 +3,061	+2%	+$22.7K	0.2%	87
2020 Q1	$616K	Buy	133,896 +33,901	+34%	+$361K	0.14%	96
2019 Q4	$1.28M	Sell	99,995 -9,840	-9%	-$121K	0.27%	79
2019 Q3	$1.44M	Sell	109,835 -2,257	-2%	-$31.5K	0.32%	80
2019 Q2	$1.58M	Sell	112,092 -5,295	-5%	-$78.4K	0.34%	79
2019 Q1	$1.8M	Buy	117,387 +8,460	+8%	+$126K	0.38%	77
2018 Q4	$1.44M	Buy	108,927 +64,267	+144%	+$976K	0.32%	80
2018 Q3	$778K	Buy	44,660 +11,870	+36%	+$211K	0.15%	96
2018 Q2	$566K	Buy	+32,790	New	+$539K	0.12%	106

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Institutional & Family Asset Management's ET Position: Q2 2024 in Review

Institutional & Family Asset Management held its Energy Transfer Partners (ET) position steady in Q2 2024 at 237,268 shares worth $3.85M. The position accounts for 0.59% of the portfolio, ranked #57.

Institutional & Family Asset Management first reported a position in ET in Q2 2018 and has held it in 25 quarters since. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Institutional & Family Asset Management held 237,268 shares of Energy Transfer Partners worth $3.85M as of Q2 2024.
Institutional & Family Asset Management left its Energy Transfer Partners share count unchanged in Q2 2024.
Energy Transfer Partners made up 0.59% of Institutional & Family Asset Management's portfolio in Q2 2024, its #57 holding.
Institutional & Family Asset Management first reported a position in Energy Transfer Partners in Q2 2018 and has held it in 25 quarters since.
1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.