Sutton Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Sutton Wealth Advisors’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 Q3	$16.9K	Buy	1,201 +28	+2%	+$371	0.01%	380
2023 Q2	$14.9K	Buy	1,173 +47	+4%	+$596	0.01%	392
2023 Q1	$14K	Buy	+1,126	New	+$14.2K	0.01%	358
2019 Q4	–	Sell	-599	Closed	-$7.83K	–	1176
2019 Q3	$7.83K	Hold	599	–	–	﹤0.01%	858
2019 Q2	$8.43K	Hold	599	–	–	﹤0.01%	817
2019 Q1	$9.21K	Hold	599	–	–	0.01%	799
2018 Q4	$7.91K	Buy	+599	New	+$9.1K	0.01%	797

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's ET Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Energy Transfer Partners (ET) stake by 2.4% in Q3 2023, buying an estimated $371 and bringing the position to 1,201 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #380.

Sutton Wealth Advisors first reported a position in ET in Q4 2018 and has held it in 7 quarters since. 965 funds tracked by Wall St. Rank hold ET as of Q3 2023.

Sutton Wealth Advisors held 1,201 shares of Energy Transfer Partners worth $16.9K as of Q3 2023.
Sutton Wealth Advisors bought 28 Energy Transfer Partners shares in Q3 2023, an estimated $371.
Energy Transfer Partners made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #380 holding.
Sutton Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 7 quarters since.
965 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.