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

StrategIQ 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 Q4	–	Sell	-10,714	Closed	-$150K	–	322
2023 Q3	$150K	Hold	10,714	–	–	0.02%	301
2023 Q2	$136K	Sell	10,714 -500	-4%	-$6.34K	0.02%	301
2023 Q1	$140K	Hold	11,214	–	–	0.02%	283
2022 Q4	$133K	Hold	11,214	–	–	0.02%	276
2022 Q3	$124K	Hold	11,214	–	–	0.02%	271
2022 Q2	$112K	Hold	11,214	–	–	0.01%	279
2022 Q1	$125K	Hold	11,214	–	–	0.01%	294
2021 Q4	$92K	Buy	+11,214	New	+$102K	0.01%	297

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

StrategIQ Financial Group's ET Position: Q4 2023 in Review

StrategIQ Financial Group sold out of Energy Transfer Partners (ET) in Q4 2023, closing a stake of 10,714 shares — an estimated $150K sold.

StrategIQ Financial Group first reported a position in ET in Q4 2021 and held it in 8 quarters. The position peaked at $150K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

StrategIQ Financial Group reported no remaining Energy Transfer Partners position as of Q4 2023 after selling out during the quarter.
StrategIQ Financial Group sold 10,714 Energy Transfer Partners shares in Q4 2023, an estimated $150K.
StrategIQ Financial Group first reported a position in Energy Transfer Partners in Q4 2021 and held it in 8 quarters.
StrategIQ Financial Group's Energy Transfer Partners position peaked at $150K in Q3 2023.
1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.