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 New York $1.89T AUM 35.08% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Klingman & Associates's ET Position: Q4 2024 in Review

Klingman & Associates sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 12,589 shares — an estimated $202K sold.

Klingman & Associates first reported a position in ET in Q4 2014 and held it in 8 quarters. The position peaked at $204K in Q2 2024. 1,204 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Klingman & Associates reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Klingman & Associates sold 12,589 Energy Transfer Partners shares in Q4 2024, an estimated $202K.
Klingman & Associates first reported a position in Energy Transfer Partners in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Energy Transfer Partners position peaked at $204K in Q2 2024.
1,204 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Klingman & Associates's 13F filing for Q4 2024, filed 31 Jan 2025.