Northwest Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Northwest Financial 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 Q4	–	Sell	-1,820	Closed	-$29.2K	–	235
2024 Q3	$29.2K	Buy	+1,820	New	+$29.3K	0.02%	284
2024 Q1	–	Sell	-1,820	Closed	-$25.1K	–	215
2023 Q4	$25.1K	Buy	+1,820	New	+$24.7K	0.02%	280

Other funds holding ET

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Northwest Financial Advisors's ET Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 1,820 shares — an estimated $29.2K sold.

Northwest Financial Advisors first reported a position in ET in Q4 2023 and held it in 2 quarters. The position peaked at $29.2K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Northwest Financial Advisors reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 1,820 Energy Transfer Partners shares in Q4 2024, an estimated $29.2K.
Northwest Financial Advisors first reported a position in Energy Transfer Partners in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's Energy Transfer Partners position peaked at $29.2K in Q3 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.