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Morton Brown Family Wealth’s Energy Transfer Partners ET Stock Holding History

Morton Brown Family Wealth’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
-126
Closed -$1.74K – 245
2023
Q4 		$1.74K Buy
+126
New +$1.71K ﹤0.01% 247

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UBS Group
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Morton Brown Family Wealth's ET Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Energy Transfer Partners (ET) in Q1 2024, closing a stake of 126 shares — an estimated $1.74K sold.

Morton Brown Family Wealth first reported a position in ET in Q4 2023 and held it in 1 quarter. The position peaked at $1.74K in Q4 2023. 1,061 funds tracked by Wall St. Rank hold ET as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Energy Transfer Partners position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 126 Energy Transfer Partners shares in Q1 2024, an estimated $1.74K.
  • Morton Brown Family Wealth first reported a position in Energy Transfer Partners in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Energy Transfer Partners position peaked at $1.74K in Q4 2023.
  • 1,061 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.