Wintrust Investments’s Energy Transfer Partners ET Stock Holding History

Wintrust Investments’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	$60K	Buy	3,073 +27	+0.9%	+$478	0.05%	228
2024 Q3	$48K	Sell	3,046 -27,175	-90%	-$437K	0.04%	312
2024 Q2	$490K	Buy	30,221 +1,032	+4%	+$16.2K	0.04%	287
2024 Q1	$459K	Buy	29,189 +216	+0.7%	+$3.15K	0.04%	299
2023 Q4	$400K	Buy	28,973 +4,578	+19%	+$62.2K	0.04%	307
2023 Q3	$342K	Sell	24,395 -1,673	-6%	-$22.2K	0.04%	313
2023 Q2	$331K	Buy	26,068 +3,043	+13%	+$38.6K	0.03%	321
2023 Q1	$287K	Buy	+23,025	New	+$291K	0.04%	280
2022 Q4	–	Sell	-13,754	Closed	-$152K	–	384
2022 Q3	$152K	Buy	+13,754	New	+$153K	0.02%	382
2020 Q2	–	Sell	-10,185	Closed	-$47K	–	356
2020 Q1	$47K	Buy	+10,185	New	+$109K	0.01%	329

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

Wintrust Investments's ET Position: Q4 2024 in Review

Wintrust Investments increased its Energy Transfer Partners (ET) stake by 0.89% in Q4 2024, buying an estimated $478 and bringing the position to 3,073 shares worth $60K. The position accounts for 0.05% of the portfolio, ranked #228.

Wintrust Investments first reported a position in ET in Q1 2020 and has held it in 10 quarters since. The position peaked at $490K in Q2 2024. 1,204 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Wintrust Investments held 3,073 shares of Energy Transfer Partners worth $60K as of Q4 2024.
Wintrust Investments bought 27 Energy Transfer Partners shares in Q4 2024, an estimated $478.
Energy Transfer Partners made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #228 holding.
Wintrust Investments first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 10 quarters since.
Wintrust Investments's Energy Transfer Partners position peaked at $490K in Q2 2024.
1,204 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.