Sandy Spring Bank’s Energy Transfer Partners ET Stock Holding History

Sandy Spring Bank’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
2025 Q1	$118K	Buy	6,360 +810	+15%	+$15.8K	0.01%	424
2024 Q4	$109K	Buy	5,550 +1,100	+25%	+$19.5K	﹤0.01%	445
2024 Q3	$71.4K	Buy	4,450 +1,600	+56%	+$25.7K	﹤0.01%	521
2024 Q2	$46.2K	Buy	2,850 +1,650	+138%	+$25.9K	﹤0.01%	606
2024 Q1	$18.9K	Hold	1,200	–	–	﹤0.01%	754
2023 Q4	$16.6K	Hold	1,200	–	–	﹤0.01%	741
2023 Q3	$16.8K	Hold	1,200	–	–	﹤0.01%	735
2023 Q2	$15.2K	Sell	1,200 -1,200	-50%	-$15.2K	﹤0.01%	763
2023 Q1	$29.9K	Buy	+2,400	New	+$30.3K	﹤0.01%	627
2021 Q4	–	Sell	-87,968	Closed	-$843K	–	1223
2021 Q3	$843K	Hold	87,968	–	–	0.04%	215
2021 Q2	$935K	Hold	87,968	–	–	0.05%	209
2021 Q1	$676K	Hold	87,968	–	–	0.04%	227
2020 Q4	$544K	Sell	87,968 -32,650	-27%	-$198K	0.03%	238
2020 Q3	$654K	Sell	120,618 -27,400	-19%	-$174K	0.04%	209
2020 Q2	$1.05M	Hold	148,018	–	–	0.08%	183
2020 Q1	$681K	Sell	148,018 -1,767	-1%	-$18.8K	0.06%	193
2019 Q4	$1.92M	Hold	149,785	–	–	0.14%	150
2019 Q3	$1.96M	Hold	149,785	–	–	0.15%	140
2019 Q2	$2.11M	Hold	149,785	–	–	0.17%	131
2019 Q1	$2.3M	Hold	149,785	–	–	0.2%	120
2018 Q4	$1.98M	Buy	+149,785	New	+$2.27M	0.19%	127
2018 Q1	–	Sell	-605	Closed	-$10K	–	842
2017 Q4	$10K	Buy	+605	New	+$10.3K	﹤0.01%	683
2017 Q3	–	Sell	-90,000	Closed	-$1.62M	–	820
2017 Q2	$1.62M	Sell	90,000 -67,400	-43%	-$1.2M	0.16%	155
2017 Q1	$3.11M	Sell	157,400 -34,175	-18%	-$644K	0.31%	84
2016 Q4	$3.7M	Sell	191,575 -15,625	-8%	-$261K	0.38%	64
2016 Q3	$3.48M	Hold	207,200	–	–	0.37%	63
2016 Q2	$2.98M	Hold	207,200	–	–	0.34%	78
2016 Q1	$1.48M	Hold	207,200	–	–	0.17%	146
2015 Q4	$2.85M	Sell	207,200 -8,000	-4%	-$149K	0.33%	82
2015 Q3	$4.48M	Hold	215,200	–	–	0.55%	47
2015 Q2	$6.91M	Hold	215,200	–	–	0.78%	29
2015 Q1	$6.82M	Hold	215,200	–	–	0.79%	32
2014 Q4	$6.17M	Hold	215,200	–	–	0.74%	34
2014 Q3	$6.64M	Hold	215,200	–	–	0.82%	30
2014 Q2	$6.34M	Hold	215,200	–	–	0.79%	33
2014 Q1	$5.03M	Hold	215,200	–	–	0.77%	39
2013 Q4	$4.4M	Hold	215,200	–	–	0.62%	50
2013 Q3	$3.54M	Hold	215,200	–	–	0.53%	64
2013 Q2	$3.22M	Buy	+215,200	New	+$3.14M	0.5%	65

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Spring Bank's ET Position: Q1 2025 in Review

Sandy Spring Bank increased its Energy Transfer Partners (ET) stake by 15% in Q1 2025, buying an estimated $15.8K and bringing the position to 6,360 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #424.

Sandy Spring Bank first reported a position in ET in Q2 2013 and has held it in 39 quarters since. The position peaked at $6.91M in Q2 2015. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Sandy Spring Bank held 6,360 shares of Energy Transfer Partners worth $118K as of Q1 2025.
Sandy Spring Bank bought 810 Energy Transfer Partners shares in Q1 2025, an estimated $15.8K.
Energy Transfer Partners made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #424 holding.
Sandy Spring Bank first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 39 quarters since.
Sandy Spring Bank's Energy Transfer Partners position peaked at $6.91M in Q2 2015.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.