Steward Financial Group’s Energy Transfer Partners ET Stock Holding History

Steward Financial Group’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	-1,613	Closed	-$20K	–	630
2023 Q1	$20K	Hold	1,613	–	–	0.01%	135
2022 Q4	$19K	Buy	+1,613	New	+$19.3K	0.01%	116
2022 Q3	–	Sell	-1,613	Closed	-$16K	–	482
2022 Q2	$16K	Buy	+1,613	New	+$18.1K	0.01%	186
2022 Q1	–	Sell	-52	Closed	–	–	328
2021 Q4	$0	Buy	+52	New	+$473	﹤0.01%	270

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

Steward Financial Group's ET Position: Q2 2023 in Review

Steward Financial Group sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 1,613 shares — an estimated $20K sold.

Steward Financial Group first reported a position in ET in Q4 2021 and held it in 4 quarters. The position peaked at $20K in Q1 2023. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

Steward Financial Group reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 1,613 Energy Transfer Partners shares in Q2 2023, an estimated $20K.
Steward Financial Group first reported a position in Energy Transfer Partners in Q4 2021 and held it in 4 quarters.
Steward Financial Group's Energy Transfer Partners position peaked at $20K in Q1 2023.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.