VitalStone Financial’s Energy Transfer Partners ET Stock Holding History

VitalStone Financial’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 Q3	$13.6K	Hold	850	–	–	0.01%	244
2024 Q2	$13.8K	Hold	850	–	–	0.01%	249
2024 Q1	$13K	Sell	850 -650	-43%	-$9.47K	0.01%	256
2023 Q4	$21K	Hold	1,500	–	–	0.02%	218
2023 Q3	$20K	Hold	1,500	–	–	0.02%	195
2023 Q2	$19K	Sell	1,500 -1,500	-50%	-$19K	0.01%	545
2023 Q1	$25K	Buy	3,000 +1,500	+100%	+$19K	0.02%	153
2022 Q4	$18K	Buy	+1,500	New	+$18K	0.01%	285

Other funds holding ET

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VitalStone Financial's ET Position: Q3 2024 in Review

VitalStone Financial held its Energy Transfer Partners (ET) position steady in Q3 2024 at 850 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #244.

VitalStone Financial first reported a position in ET in Q4 2022 and has held it in 8 quarters since. The position peaked at $25K in Q1 2023. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

VitalStone Financial held 850 shares of Energy Transfer Partners worth $13.6K as of Q3 2024.
VitalStone Financial left its Energy Transfer Partners share count unchanged in Q3 2024.
Energy Transfer Partners made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #244 holding.
VitalStone Financial first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Energy Transfer Partners position peaked at $25K in Q1 2023.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.