PCA Investment Advisory Services’s Energy Transfer Partners ET Stock Holding History

PCA Investment Advisory Services’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	-10,149	Closed	-$163K	–	150
2024 Q3	$163K	Hold	10,149	–	–	0.08%	151
2024 Q2	$165K	Hold	10,149	–	–	0.09%	136
2024 Q1	$160K	Hold	10,149	–	–	0.09%	135
2023 Q4	$140K	Hold	10,149	–	–	0.09%	120
2023 Q3	$142K	Hold	10,149	–	–	0.1%	111
2023 Q2	$129K	Sell	10,149 -1,812	-15%	-$23K	0.08%	168
2023 Q1	$149K	Buy	+11,961	New	+$151K	0.11%	114

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

PCA Investment Advisory Services's ET Position: Q4 2024 in Review

PCA Investment Advisory Services sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 10,149 shares — an estimated $163K sold.

PCA Investment Advisory Services first reported a position in ET in Q1 2023 and held it in 7 quarters. The position peaked at $165K in Q2 2024. 1,204 funds tracked by Wall St. Rank hold ET as of Q4 2024.

PCA Investment Advisory Services reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 10,149 Energy Transfer Partners shares in Q4 2024, an estimated $163K.
PCA Investment Advisory Services first reported a position in Energy Transfer Partners in Q1 2023 and held it in 7 quarters.
PCA Investment Advisory Services's Energy Transfer Partners position peaked at $165K in Q2 2024.
1,204 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on PCA Investment Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.