Realta Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Realta Investment 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 Q3	–	Sell	-42,455	Closed	-$689K	–	458
2024 Q2	$689K	Sell	42,455 -12,959	-23%	-$204K	0.13%	171
2024 Q1	$872K	Buy	55,414 +2,145	+4%	+$31.2K	0.18%	134
2023 Q4	$735K	Buy	53,269 +15,763	+42%	+$214K	0.17%	151
2023 Q3	$476K	Hold	37,506	–	–	0.11%	220
2023 Q2	$476K	Buy	37,506 +15,114	+67%	+$192K	0.1%	228
2023 Q1	$279K	Sell	22,392 -30,025	-57%	-$379K	0.07%	303
2022 Q4	$622K	Sell	52,417 -18,861	-26%	-$226K	0.15%	159
2022 Q3	$786K	Buy	+71,278	New	+$794K	0.21%	123
2020 Q1	–	Sell	-3,437	Closed	-$41K	–	623
2019 Q4	$41K	Buy	3,437 +300	+10%	+$3.7K	0.01%	719
2019 Q3	$41K	Sell	3,137 -2,256	-42%	-$31.5K	0.01%	725
2019 Q2	$76K	Buy	5,393 +4,656	+632%	+$68.9K	0.02%	571
2019 Q1	$11K	Buy	+737	New	+$11K	0.01%	885

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Realta Investment Advisors's ET Position: Q3 2024 in Review

Realta Investment Advisors sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 42,455 shares — an estimated $689K sold.

Realta Investment Advisors first reported a position in ET in Q1 2019 and held it in 12 quarters. The position peaked at $872K in Q1 2024. 1,099 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Realta Investment Advisors reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 42,455 Energy Transfer Partners shares in Q3 2024, an estimated $689K.
Realta Investment Advisors first reported a position in Energy Transfer Partners in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's Energy Transfer Partners position peaked at $872K in Q1 2024.
1,099 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.