Summit Wealth & Retirement Planning’s Energy Transfer Partners ET Stock Holding History

Summit Wealth & Retirement Planning’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	-34,421	Closed	-$429K	–	71
2023 Q1	$429K	Sell	34,421 -17,107	-33%	-$216K	0.16%	60
2022 Q4	$612K	Sell	51,528 -600	-1%	-$7.2K	0.25%	51
2022 Q3	$575K	Sell	52,128 -500	-1%	-$5.57K	0.23%	56
2022 Q2	$525K	Sell	52,628 -270	-0.5%	-$3.02K	0.2%	65
2022 Q1	$592K	Buy	+52,898	New	+$525K	0.21%	63
2019 Q2	–	Sell	-10,208	Closed	-$157K	–	135
2019 Q1	$157K	Buy	+10,208	New	+$152K	0.09%	128

Other funds holding ET

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Wealth & Retirement Planning's ET Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 34,421 shares — an estimated $429K sold.

Summit Wealth & Retirement Planning first reported a position in ET in Q1 2019 and held it in 6 quarters. The position peaked at $612K in Q4 2022. 954 funds tracked by Wall St. Rank hold ET as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 34,421 Energy Transfer Partners shares in Q2 2023, an estimated $429K.
Summit Wealth & Retirement Planning first reported a position in Energy Transfer Partners in Q1 2019 and held it in 6 quarters.
Summit Wealth & Retirement Planning's Energy Transfer Partners position peaked at $612K in Q4 2022.
954 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.