Simplicity Solutions’s Energy Transfer Partners ET Stock Holding History

Simplicity Solutions’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 Q4	$289K	Buy	20,948 +1,023	+5%	+$13.9K	0.01%	852
2023 Q3	$280K	Buy	19,925 +355	+2%	+$4.71K	0.01%	792
2023 Q2	$249K	Sell	19,570 -25,004	-56%	-$317K	0.01%	895
2023 Q1	$556K	Buy	+44,574	New	+$563K	0.01%	661
2021 Q1	–	Sell	-24,891	Closed	-$154K	–	616
2020 Q4	$154K	Buy	24,891 +4,492	+22%	+$27.2K	﹤0.01%	918
2020 Q3	$111K	Sell	20,399 -39,954	-66%	-$254K	﹤0.01%	842
2020 Q2	$430K	Buy	60,353 +10,615	+21%	+$78.7K	0.01%	659
2020 Q1	$229K	Buy	49,738 +8,402	+20%	+$89.5K	0.01%	658
2019 Q4	$530K	Buy	41,336 +18,736	+83%	+$231K	0.02%	526
2019 Q3	$296K	Sell	22,600 -646	-3%	-$9.01K	0.01%	549
2019 Q2	$327K	Sell	23,246 -18,584	-44%	-$275K	0.01%	467
2019 Q1	$643K	Buy	+41,830	New	+$622K	0.04%	339

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

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Simplicity Solutions's ET Position: Q4 2023 in Review

Simplicity Solutions increased its Energy Transfer Partners (ET) stake by 5.1% in Q4 2023, buying an estimated $13.9K and bringing the position to 20,948 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #852.

Simplicity Solutions first reported a position in ET in Q1 2019 and has held it in 12 quarters since. The position peaked at $643K in Q1 2019. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

Simplicity Solutions held 20,948 shares of Energy Transfer Partners worth $289K as of Q4 2023.
Simplicity Solutions bought 1,023 Energy Transfer Partners shares in Q4 2023, an estimated $13.9K.
Energy Transfer Partners made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #852 holding.
Simplicity Solutions first reported a position in Energy Transfer Partners in Q1 2019 and has held it in 12 quarters since.
Simplicity Solutions's Energy Transfer Partners position peaked at $643K in Q1 2019.
1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.