RFP Financial Group’s Energy Transfer Partners ET Stock Holding History

RFP Financial 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 Q3	–	Sell	-384	Closed	-$6.23K	–	330
2024 Q2	$6.23K	Hold	384	–	–	﹤0.01%	519
2024 Q1	$6.04K	Hold	384	–	–	﹤0.01%	493
2023 Q4	$5.3K	Hold	384	–	–	﹤0.01%	537
2023 Q3	$5.39K	Hold	384	–	–	﹤0.01%	501
2023 Q2	$4.88K	Hold	384	–	–	﹤0.01%	555
2023 Q1	$4.79K	Hold	384	–	–	0.01%	401
2022 Q4	$4.56K	Buy	+384	New	+$4.61K	﹤0.01%	540

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

RFP Financial Group's ET Position: Q3 2024 in Review

RFP Financial Group sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 384 shares — an estimated $6.23K sold.

RFP Financial Group first reported a position in ET in Q4 2022 and held it in 7 quarters. The position peaked at $6.23K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

RFP Financial Group reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 384 Energy Transfer Partners shares in Q3 2024, an estimated $6.23K.
RFP Financial Group first reported a position in Energy Transfer Partners in Q4 2022 and held it in 7 quarters.
RFP Financial Group's Energy Transfer Partners position peaked at $6.23K in Q2 2024.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.