Keel Point’s Energy Transfer Partners ET Stock Holding History

Keel Point’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 Q3	–	Sell	-13,291	Closed	-$207K	–	451
2024 Q2	$207K	Buy	+13,291	New	+$209K	0.02%	408
2019 Q2	–	Sell	-10,224	Closed	-$157K	–	191
2019 Q1	$157K	Sell	10,224 -1,122	-10%	-$16.7K	0.02%	185
2018 Q4	$150K	Buy	+11,346	New	+$172K	0.02%	198

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keel Point's ET Position: Q3 2024 in Review

Keel Point sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 13,291 shares — an estimated $207K sold.

Keel Point first reported a position in ET in Q4 2018 and held it in 3 quarters. The position peaked at $207K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Keel Point reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
Keel Point sold 13,291 Energy Transfer Partners shares in Q3 2024, an estimated $207K.
Keel Point first reported a position in Energy Transfer Partners in Q4 2018 and held it in 3 quarters.
Keel Point's Energy Transfer Partners position peaked at $207K in Q2 2024.
1,098 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Keel Point's 13F filing for Q3 2024, filed 14 Nov 2024.