Rather & Kittrell’s Energy Transfer Partners ET Stock Holding History

Rather & Kittrell’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	-10,541	Closed	-$171K	–	86
2024 Q2	$171K	Hold	10,541	–	–	0.05%	81
2024 Q1	$166K	Hold	10,541	–	–	0.05%	82
2023 Q4	$145K	Hold	10,541	–	–	0.05%	71
2023 Q3	$148K	Hold	10,541	–	–	0.06%	61
2023 Q2	$134K	Sell	10,541 -1,959	-16%	-$24.8K	0.06%	63
2023 Q1	$156K	Buy	+12,500	New	+$158K	0.07%	58

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 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Rather & Kittrell's ET Position: Q3 2024 in Review

Rather & Kittrell sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 10,541 shares — an estimated $171K sold.

Rather & Kittrell first reported a position in ET in Q1 2023 and held it in 6 quarters. The position peaked at $171K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Rather & Kittrell reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
Rather & Kittrell sold 10,541 Energy Transfer Partners shares in Q3 2024, an estimated $171K.
Rather & Kittrell first reported a position in Energy Transfer Partners in Q1 2023 and held it in 6 quarters.
Rather & Kittrell's Energy Transfer Partners position peaked at $171K in Q2 2024.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Rather & Kittrell's 13F filing for Q3 2024, filed 1 Nov 2024.