Voisard Asset Management Group’s Energy Transfer Partners ET Stock Holding History

Voisard Asset Management Group’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 Q4	–	Sell	-4,900	Closed	-$78.6K	–	268
2024 Q3	$78.6K	Buy	4,900 +111	+2%	+$1.79K	0.03%	147
2024 Q2	$77.7K	Buy	4,789 +13	+0.3%	+$204	0.04%	126
2024 Q1	$75.1K	Sell	4,776 -4,000	-46%	-$58.3K	0.04%	108
2023 Q4	$121K	Buy	+8,776	New	+$119K	0.07%	69

Other funds holding ET

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

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

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

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

Blackstone Inc New York $32.9B AUM 23.66% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Voisard Asset Management Group's ET Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 4,900 shares — an estimated $78.6K sold.

Voisard Asset Management Group first reported a position in ET in Q4 2023 and held it in 4 quarters. The position peaked at $121K in Q4 2023. 1,204 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Voisard Asset Management Group reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 4,900 Energy Transfer Partners shares in Q4 2024, an estimated $78.6K.
Voisard Asset Management Group first reported a position in Energy Transfer Partners in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's Energy Transfer Partners position peaked at $121K in Q4 2023.
1,204 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.