Northwest Investment Counselors’s Energy Transfer Partners ET Stock Holding History

Northwest Investment Counselors’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	-1,075	Closed	-$16.9K	–	251
2024 Q1	$16.9K	Buy	+1,075	New	+$15.7K	﹤0.01%	333
2023 Q4	–	Sell	-1,075	Closed	-$15.1K	–	252
2023 Q3	$15.1K	Hold	1,075	–	–	﹤0.01%	344
2023 Q2	$13.7K	Hold	1,075	–	–	﹤0.01%	353
2023 Q1	$13.4K	Buy	+1,075	New	+$13.6K	﹤0.01%	368
2019 Q4	–	Sell	-88	Closed	-$1K	–	256
2019 Q3	$1K	Buy	+88	New	+$1.23K	﹤0.01%	537

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 23.41% 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

Northwest Investment Counselors's ET Position: Q2 2024 in Review

Northwest Investment Counselors sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 1,075 shares — an estimated $16.9K sold.

Northwest Investment Counselors first reported a position in ET in Q3 2019 and held it in 5 quarters. The position peaked at $16.9K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Northwest Investment Counselors reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
Northwest Investment Counselors sold 1,075 Energy Transfer Partners shares in Q2 2024, an estimated $16.9K.
Northwest Investment Counselors first reported a position in Energy Transfer Partners in Q3 2019 and held it in 5 quarters.
Northwest Investment Counselors's Energy Transfer Partners position peaked at $16.9K in Q1 2024.
1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Northwest Investment Counselors's 13F filing for Q2 2024, filed 15 Jul 2024.