Janiczek Wealth Management’s Energy Transfer Partners ET Stock Holding History

Janiczek Wealth 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	$430K	Hold	26,520	–	–	0.09%	92
2024 Q1	$417K	Hold	26,520	–	–	0.09%	96
2023 Q4	$366K	Buy	26,520 +20	+0.1%	+$272	0.09%	90
2023 Q3	$372K	Buy	+26,500	New	+$352K	0.1%	84
2018 Q2	–	Hold	0	–	–	–	121

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

Janiczek Wealth Management's ET Position: Q2 2024 in Review

Janiczek Wealth Management held its Energy Transfer Partners (ET) position steady in Q2 2024 at 26,520 shares worth $430K. The position accounts for 0.09% of the portfolio, ranked #92.

Janiczek Wealth Management first reported a position in ET in Q3 2023 and has held it in 4 quarters since. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Janiczek Wealth Management held 26,520 shares of Energy Transfer Partners worth $430K as of Q2 2024.
Janiczek Wealth Management left its Energy Transfer Partners share count unchanged in Q2 2024.
Energy Transfer Partners made up 0.09% of Janiczek Wealth Management's portfolio in Q2 2024, its #92 holding.
Janiczek Wealth Management first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 4 quarters since.
1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.