Stelac Advisory Services’s Energy Transfer Partners ET Stock Holding History

Stelac Advisory Services’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	-14,600	Closed	-$234K	–	109
2024 Q3	$234K	Hold	14,600	–	–	0.09%	74
2024 Q2	$237K	Hold	14,600	–	–	0.1%	72
2024 Q1	$230K	Buy	+14,600	New	+$213K	0.11%	68

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

Stelac Advisory Services's ET Position: Q4 2024 in Review

Stelac Advisory Services sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 14,600 shares — an estimated $234K sold.

Stelac Advisory Services first reported a position in ET in Q1 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Stelac Advisory Services reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Stelac Advisory Services sold 14,600 Energy Transfer Partners shares in Q4 2024, an estimated $234K.
Stelac Advisory Services first reported a position in Energy Transfer Partners in Q1 2024 and held it in 3 quarters.
Stelac Advisory Services's Energy Transfer Partners position peaked at $237K in Q2 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Stelac Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.