Ironwood Investment Counsel’s Energy Transfer Partners ET Stock Holding History

Ironwood Investment Counsel’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	–	Sell	-16,949	Closed	-$272K	–	253
2024 Q3	$272K	Buy	16,949 +2,404	+17%	+$38.7K	0.05%	215
2024 Q2	$236K	Sell	14,545 -2,993	-17%	-$47K	0.04%	232
2024 Q1	$276K	Buy	17,538 +219	+1%	+$3.19K	0.05%	219
2023 Q4	$239K	Buy	+17,319	New	+$235K	0.04%	222

Other funds holding ET

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 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ironwood Investment Counsel's ET Position: Q4 2024 in Review

Ironwood Investment Counsel sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 16,949 shares — an estimated $272K sold.

Ironwood Investment Counsel first reported a position in ET in Q4 2023 and held it in 4 quarters. The position peaked at $276K in Q1 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Ironwood Investment Counsel reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Ironwood Investment Counsel sold 16,949 Energy Transfer Partners shares in Q4 2024, an estimated $272K.
Ironwood Investment Counsel first reported a position in Energy Transfer Partners in Q4 2023 and held it in 4 quarters.
Ironwood Investment Counsel's Energy Transfer Partners position peaked at $276K in Q1 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Ironwood Investment Counsel's 13F filing for Q4 2024, filed 10 Feb 2025.