IFAM
ET icon

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
2020
Q1 		– Sell
-500
Closed -$1K – 840
2019
Q4 		$1K Buy
+500
New +$6.16K ﹤0.01% 799

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 23.41% 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

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.