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James Investment Research’s Energy Transfer Partners ET Stock Holding History

James Investment Research’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
2023
Q1 		– Sell
-125
Closed -$1K – 597
2022
Q4 		$1K Buy
+125
New +$1.5K ﹤0.01% 558

Other funds holding ET

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

James Investment Research's ET Position: Q1 2023 in Review

James Investment Research sold out of Energy Transfer Partners (ET) in Q1 2023, closing a stake of 125 shares — an estimated $1K sold.

James Investment Research first reported a position in ET in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

  • James Investment Research reported no remaining Energy Transfer Partners position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 125 Energy Transfer Partners shares in Q1 2023, an estimated $1K.
  • James Investment Research first reported a position in Energy Transfer Partners in Q4 2022 and held it in 1 quarter.
  • James Investment Research's Energy Transfer Partners position peaked at $1K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.