Shulman DeMeo Asset Management’s Energy Transfer Partners ET Stock Holding History

Shulman DeMeo Asset Management’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 Q4	–	Sell	-10,777	Closed	-$173K	–	124
2024 Q3	$173K	Buy	+10,777	New	+$173K	0.04%	126
2021 Q1	–	Sell	-17,278	Closed	-$107K	–	140
2020 Q4	$107K	Buy	+17,278	New	+$105K	0.03%	136
2020 Q3	–	Sell	-18,034	Closed	-$128K	–	122
2020 Q2	$128K	Sell	18,034 -169	-0.9%	-$1.25K	0.05%	107
2020 Q1	$84K	Sell	18,203 -583	-3%	-$6.21K	0.04%	98
2019 Q4	$241K	Sell	18,786 -32	-0.2%	-$394	0.08%	114
2019 Q3	$246K	Buy	+18,818	New	+$262K	0.08%	112
2019 Q1	–	Sell	-20,045	Closed	-$265K	–	132
2018 Q4	$265K	Buy	+20,045	New	+$304K	0.15%	53

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Shulman DeMeo Asset Management's ET Position: Q4 2024 in Review

Shulman DeMeo Asset Management sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 10,777 shares — an estimated $173K sold.

Shulman DeMeo Asset Management first reported a position in ET in Q4 2018 and held it in 7 quarters. The position peaked at $265K in Q4 2018. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Shulman DeMeo Asset Management reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Shulman DeMeo Asset Management sold 10,777 Energy Transfer Partners shares in Q4 2024, an estimated $173K.
Shulman DeMeo Asset Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 7 quarters.
Shulman DeMeo Asset Management's Energy Transfer Partners position peaked at $265K in Q4 2018.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.