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Vista Investment Management’s Energy Transfer Partners ET Stock Holding History

Vista Investment Management’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 		– Sell
-10,200
Closed -$130K – 159
2023
Q2 		$130K Buy
+10,200
New +$129K 0.07% 161

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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
TCA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vista Investment Management's ET Position: Q3 2023 in Review

Vista Investment Management sold out of Energy Transfer Partners (ET) in Q3 2023, closing a stake of 10,200 shares — an estimated $130K sold.

Vista Investment Management first reported a position in ET in Q2 2023 and held it in 1 quarter. The position peaked at $130K in Q2 2023. 965 funds tracked by Wall St. Rank hold ET as of Q3 2023.

  • Vista Investment Management reported no remaining Energy Transfer Partners position as of Q3 2023 after selling out during the quarter.
  • Vista Investment Management sold 10,200 Energy Transfer Partners shares in Q3 2023, an estimated $130K.
  • Vista Investment Management first reported a position in Energy Transfer Partners in Q2 2023 and held it in 1 quarter.
  • Vista Investment Management's Energy Transfer Partners position peaked at $130K in Q2 2023.
  • 965 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2023.

Based on Vista Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.