KA
ET icon

Klingman & Associates’s Energy Transfer Partners ET Stock Holding History

Klingman & Associates’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
-12,589
Closed -$202K – 262
2024
Q3 		$202K Hold
12,589
– – 0.01% 258
2024
Q2 		$204K Buy
+12,589
New +$198K 0.01% 242
2016
Q3 		– Sell
-2,900
Closed -$42K – 375
2016
Q2 		$42K Hold
2,900
– – 0.01% 205
2016
Q1 		$21K Buy
+2,900
New +$22.8K 0.01% 247
2015
Q4 		– Sell
-2,400
Closed -$49K – 408
2015
Q3 		$49K Hold
2,400
– – 0.02% 209
2015
Q2 		$77K Hold
2,400
– – 0.03% 154
2015
Q1 		$76K Hold
2,400
– – 0.03% 148
2014
Q4 		$68K Buy
+2,400
New +$69.1K 0.03% 158

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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