WPWealth’s Energy Transfer Partners ET Stock Holding History

WPWealth’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	–	Sell	-12,388	Closed	-$201K	–	89
2024 Q2	$201K	Buy	12,388 +122	+1%	+$1.92K	0.05%	68
2024 Q1	$193K	Buy	12,266 +1,881	+18%	+$27.4K	0.05%	62
2023 Q4	$143K	Buy	10,385 +95	+0.9%	+$1.29K	0.04%	60
2023 Q3	$144K	Buy	10,290 +100	+1%	+$1.33K	0.06%	58
2023 Q2	$129K	Buy	+10,190	New	+$129K	0.06%	54

Other funds holding ET

Blackstone Inc New York $32.9B AUM 23.66% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WPWealth's ET Position: Q3 2024 in Review

WPWealth sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 12,388 shares — an estimated $201K sold.

WPWealth first reported a position in ET in Q2 2023 and held it in 5 quarters. The position peaked at $201K in Q2 2024. 1,099 funds tracked by Wall St. Rank hold ET as of Q3 2024.

WPWealth reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
WPWealth sold 12,388 Energy Transfer Partners shares in Q3 2024, an estimated $201K.
WPWealth first reported a position in Energy Transfer Partners in Q2 2023 and held it in 5 quarters.
WPWealth's Energy Transfer Partners position peaked at $201K in Q2 2024.
1,099 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on WPWealth's 13F filing for Q3 2024, filed 13 Nov 2024.