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Zimmermann Investment Management & Planning’s Energy Transfer Partners ET Stock Holding History

Zimmermann Investment Management & Planning’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
-38,973
Closed -$626K – 35
2024
Q3 		$626K Buy
38,973
+11,073
+40% +$178K 0.19% 75
2024
Q2 		$453K Buy
+27,900
New +$438K 0.15% 87

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UBS Group
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TCA
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Zimmermann Investment Management & Planning's ET Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 38,973 shares — an estimated $626K sold.

Zimmermann Investment Management & Planning first reported a position in ET in Q2 2024 and held it in 2 quarters. The position peaked at $626K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 38,973 Energy Transfer Partners shares in Q4 2024, an estimated $626K.
  • Zimmermann Investment Management & Planning first reported a position in Energy Transfer Partners in Q2 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Energy Transfer Partners position peaked at $626K in Q3 2024.
  • 1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.