Mascoma Wealth Management’s Energy Transfer Partners ET Stock Holding History

Mascoma Wealth Management’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 Q1	–	Sell	-80	Closed	-$1.1K	–	460
2023 Q4	$1.1K	Hold	80	–	–	﹤0.01%	448
2023 Q3	$1.12K	Hold	80	–	–	﹤0.01%	478
2023 Q2	$1.03K	Hold	80	–	–	﹤0.01%	460
2023 Q1	$1.03K	Hold	80	–	–	﹤0.01%	564
2022 Q4	$950	Hold	80	–	–	﹤0.01%	586
2022 Q3	$1K	Hold	80	–	–	﹤0.01%	573
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	582
2022 Q1	$1K	Hold	80	–	–	﹤0.01%	569
2021 Q4	$1K	Hold	80	–	–	﹤0.01%	514
2021 Q3	$1K	Buy	+80	New	+$768	﹤0.01%	430
2021 Q2	–	Sell	-80	Closed	-$1K	–	213
2021 Q1	$1K	Buy	+80	New	+$584	﹤0.01%	426

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

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

TCA

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mascoma Wealth Management's ET Position: Q1 2024 in Review

Mascoma Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2024, closing a stake of 80 shares — an estimated $1.1K sold.

Mascoma Wealth Management first reported a position in ET in Q1 2021 and held it in 11 quarters. The position peaked at $1.12K in Q3 2023. 1,060 funds tracked by Wall St. Rank hold ET as of Q1 2024.

Mascoma Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2024 after selling out during the quarter.
Mascoma Wealth Management sold 80 Energy Transfer Partners shares in Q1 2024, an estimated $1.1K.
Mascoma Wealth Management first reported a position in Energy Transfer Partners in Q1 2021 and held it in 11 quarters.
Mascoma Wealth Management's Energy Transfer Partners position peaked at $1.12K in Q3 2023.
1,060 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Mascoma Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.