Lee, Danner & Bass’s Energy Transfer Partners ET Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-3,000	Closed	-$58.8K	–	364
2024 Q4	$58.8K	Buy	+3,000	New	+$53.1K	﹤0.01%	334

Other funds holding ET

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee, Danner & Bass's ET Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 3,000 shares — an estimated $58.8K sold.

Lee, Danner & Bass first reported a position in ET in Q4 2024 and held it in 1 quarter. The position peaked at $58.8K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Lee, Danner & Bass reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 3,000 Energy Transfer Partners shares in Q1 2025, an estimated $58.8K.
Lee, Danner & Bass first reported a position in Energy Transfer Partners in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Energy Transfer Partners position peaked at $58.8K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.