OPTFSNA
ET icon

Old Point Trust & Financial Services N A’s Energy Transfer Partners ET Stock Holding History

Old Point Trust & Financial Services N A’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
Q3 		– Sell
-1,500
Closed -$24.3K – 325
2024
Q2 		$24.3K Hold
1,500
– – 0.01% 196
2024
Q1 		$23.6K Buy
+1,500
New +$21.8K 0.01% 202

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Old Point Trust & Financial Services N A's ET Position: Q3 2024 in Review

Old Point Trust & Financial Services N A sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 1,500 shares — an estimated $24.3K sold.

Old Point Trust & Financial Services N A first reported a position in ET in Q1 2024 and held it in 2 quarters. The position peaked at $24.3K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

  • Old Point Trust & Financial Services N A reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 1,500 Energy Transfer Partners shares in Q3 2024, an estimated $24.3K.
  • Old Point Trust & Financial Services N A first reported a position in Energy Transfer Partners in Q1 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's Energy Transfer Partners position peaked at $24.3K in Q2 2024.
  • 1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2024, filed 8 Nov 2024.