Mendota Financial Group’s Energy Transfer Partners ET Stock Holding History

Mendota Financial Group’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
2023 Q4	–	Sell	-42	Closed	-$590	–	385
2023 Q3	$590	Hold	42	–	–	﹤0.01%	273
2023 Q2	$534	Buy	+42	New	+$532	﹤0.01%	274
2023 Q1	–	Sell	-42	Closed	-$499	–	324
2022 Q4	$499	Buy	+42	New	+$504	﹤0.01%	289

Other funds holding ET

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Mendota Financial Group's ET Position: Q4 2023 in Review

Mendota Financial Group sold out of Energy Transfer Partners (ET) in Q4 2023, closing a stake of 42 shares — an estimated $590 sold.

Mendota Financial Group first reported a position in ET in Q4 2022 and held it in 3 quarters. The position peaked at $590 in Q3 2023. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

Mendota Financial Group reported no remaining Energy Transfer Partners position as of Q4 2023 after selling out during the quarter.
Mendota Financial Group sold 42 Energy Transfer Partners shares in Q4 2023, an estimated $590.
Mendota Financial Group first reported a position in Energy Transfer Partners in Q4 2022 and held it in 3 quarters.
Mendota Financial Group's Energy Transfer Partners position peaked at $590 in Q3 2023.
1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.