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Retirement Group’s Energy Transfer Partners ET Stock Holding History

Retirement Group’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
Q1 		$154K Buy
9,787
+3,260
+50% +$47.5K 0.06% 133
2023
Q4 		$90.1K Buy
6,527
+1,263
+24% +$17.2K 0.04% 165
2023
Q3 		$73.9K Buy
5,264
+614
+13% +$8.14K 0.03% 168
2023
Q2 		$59.1K Buy
4,650
+700
+18% +$8.87K 0.02% 181
2023
Q1 		$49K Buy
3,950
+500
+14% +$6.32K 0.02% 197
2022
Q4 		$41K Hold
3,450
– – 0.02% 200
2022
Q3 		$38K Hold
3,450
– – 0.03% 138
2022
Q2 		$34K Hold
3,450
– – 0.01% 252
2022
Q1 		$39K Buy
3,450
+1,000
+41% +$9.92K 0.02% 252
2021
Q4 		$20K Sell
2,450
-640
-21% -$5.82K 0.01% 334
2021
Q3 		$30K Hold
3,090
– – 0.01% 266
2021
Q2 		$33K Buy
3,090
+200
+7% +$1.92K 0.02% 268
2021
Q1 		$22K Buy
2,890
+1,001
+53% +$7.31K 0.01% 368
2020
Q4 		$11K Buy
1,889
+670
+55% +$4.05K 0.01% 418
2020
Q3 		$7K Buy
1,219
+54
+5% +$343 ﹤0.01% 444
2020
Q2 		$8K Buy
+1,165
New +$8.63K 0.01% 401
2019
Q4 		$10K Buy
+805
New +$9.92K 0.01% 381

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Retirement Group's ET Position: Q1 2024 in Review

Retirement Group increased its Energy Transfer Partners (ET) stake by 50% in Q1 2024, buying an estimated $47.5K and bringing the position to 9,787 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #133.

Retirement Group first reported a position in ET in Q4 2019 and has held it in 17 quarters since. 1,060 funds tracked by Wall St. Rank hold ET as of Q1 2024.

  • Retirement Group held 9,787 shares of Energy Transfer Partners worth $154K as of Q1 2024.
  • Retirement Group bought 3,260 Energy Transfer Partners shares in Q1 2024, an estimated $47.5K.
  • Energy Transfer Partners made up 0.06% of Retirement Group's portfolio in Q1 2024, its #133 holding.
  • Retirement Group first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 17 quarters since.
  • 1,060 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.