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United Asset Strategies’s Energy Transfer Partners ET Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-10,208
Closed -$141K – 238
2023
Q4 		$141K Buy
10,208
+29
+0.3% +$394 0.02% 229
2023
Q3 		$143K Buy
10,179
+30
+0.3% +$398 0.02% 223
2023
Q2 		$129K Buy
+10,149
New +$129K 0.02% 224
2020
Q1 		– Sell
-10,293
Closed -$132K – 189
2019
Q4 		$132K Buy
+10,293
New +$127K 0.03% 194

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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

United Asset Strategies's ET Position: Q1 2024 in Review

United Asset Strategies sold out of Energy Transfer Partners (ET) in Q1 2024, closing a stake of 10,208 shares — an estimated $141K sold.

United Asset Strategies first reported a position in ET in Q4 2019 and held it in 4 quarters. The position peaked at $143K in Q3 2023. 1,060 funds tracked by Wall St. Rank hold ET as of Q1 2024.

  • United Asset Strategies reported no remaining Energy Transfer Partners position as of Q1 2024 after selling out during the quarter.
  • United Asset Strategies sold 10,208 Energy Transfer Partners shares in Q1 2024, an estimated $141K.
  • United Asset Strategies first reported a position in Energy Transfer Partners in Q4 2019 and held it in 4 quarters.
  • United Asset Strategies's Energy Transfer Partners position peaked at $143K in Q3 2023.
  • 1,060 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on United Asset Strategies's 13F filing for Q1 2024, filed 23 Apr 2024.