Lifeworks Advisors’s Energy Transfer Partners ET Stock Holding History

Lifeworks Advisors’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	–	Sell	-14,600	Closed	-$230K	–	227
2024 Q1	$230K	Buy	+14,600	New	+$213K	0.06%	214

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

Lifeworks Advisors's ET Position: Q2 2024 in Review

Lifeworks Advisors sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 14,600 shares — an estimated $230K sold.

Lifeworks Advisors first reported a position in ET in Q1 2024 and held it in 1 quarter. The position peaked at $230K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Lifeworks Advisors reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
Lifeworks Advisors sold 14,600 Energy Transfer Partners shares in Q2 2024, an estimated $230K.
Lifeworks Advisors first reported a position in Energy Transfer Partners in Q1 2024 and held it in 1 quarter.
Lifeworks Advisors's Energy Transfer Partners position peaked at $230K in Q1 2024.
1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Lifeworks Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.