Rollins Financial’s Energy Transfer Partners ET Stock Holding History

Rollins Financial’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
2023 Q2	–	Sell	-31,590	Closed	-$394K	–	110
2023 Q1	$394K	Buy	+31,590	New	+$399K	0.13%	75

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rollins Financial's ET Position: Q2 2023 in Review

Rollins Financial sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 31,590 shares — an estimated $394K sold.

Rollins Financial first reported a position in ET in Q1 2023 and held it in 1 quarter. The position peaked at $394K in Q1 2023. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

Rollins Financial reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
Rollins Financial sold 31,590 Energy Transfer Partners shares in Q2 2023, an estimated $394K.
Rollins Financial first reported a position in Energy Transfer Partners in Q1 2023 and held it in 1 quarter.
Rollins Financial's Energy Transfer Partners position peaked at $394K in Q1 2023.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on Rollins Financial's 13F filing for Q2 2023, filed 8 Aug 2023.