Zullo Investment Group’s Energy Transfer Partners ET Stock Holding History

Zullo Investment 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
2023 Q1	–	Sell	-6,038	Closed	-$71.7K	–	316
2022 Q4	$71.7K	Buy	6,038 +100	+2%	+$1.2K	0.04%	233
2022 Q3	$65K	Hold	5,938	–	–	0.04%	234
2022 Q2	$59K	Hold	5,938	–	–	0.04%	266
2022 Q1	$66K	Sell	5,938 -576	-9%	-$5.71K	0.03%	268
2021 Q4	$54K	Buy	+6,514	New	+$59.2K	0.03%	295

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zullo Investment Group's ET Position: Q1 2023 in Review

Zullo Investment Group sold out of Energy Transfer Partners (ET) in Q1 2023, closing a stake of 6,038 shares — an estimated $71.7K sold.

Zullo Investment Group first reported a position in ET in Q4 2021 and held it in 5 quarters. The position peaked at $71.7K in Q4 2022. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

Zullo Investment Group reported no remaining Energy Transfer Partners position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 6,038 Energy Transfer Partners shares in Q1 2023, an estimated $71.7K.
Zullo Investment Group first reported a position in Energy Transfer Partners in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Energy Transfer Partners position peaked at $71.7K in Q4 2022.
928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.