X-Square Capital’s Energy Transfer Partners ET Stock Holding History

X-Square Capital’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	-34,549	Closed	-$560K	–	165
2024 Q2	$560K	Buy	+34,549	New	+$543K	0.26%	94

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

X-Square Capital's ET Position: Q3 2024 in Review

X-Square Capital sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 34,549 shares — an estimated $560K sold.

X-Square Capital first reported a position in ET in Q2 2024 and held it in 1 quarter. The position peaked at $560K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

X-Square Capital reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
X-Square Capital sold 34,549 Energy Transfer Partners shares in Q3 2024, an estimated $560K.
X-Square Capital first reported a position in Energy Transfer Partners in Q2 2024 and held it in 1 quarter.
X-Square Capital's Energy Transfer Partners position peaked at $560K in Q2 2024.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on X-Square Capital's 13F filing for Q3 2024, filed 22 Oct 2024.