AAC
ETP

Acorn Advisory Capital’s Energy Transfer Partners, L.P. ETP Stock Holding History

Acorn Advisory Capital’s Portfolio ETP Stock Details ETP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-283,373
Closed -$6.31M – 51
2018
Q3 		$6.31M Hold
283,373
– – 7.18% 6
2018
Q2 		$5.39M Sell
283,373
-49,431
-15% -$908K 6.4% 8
2018
Q1 		$5.4M Hold
332,804
– – 8.4% 4
2017
Q4 		$5.96M Buy
+332,804
New +$5.75M 3.9% 6

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Acorn Advisory Capital's ETP Position: Q4 2018 in Review

Acorn Advisory Capital sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 283,373 shares — an estimated $6.31M sold.

Acorn Advisory Capital first reported a position in ETP in Q4 2017 and held it in 4 quarters. The position peaked at $6.31M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Acorn Advisory Capital reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Acorn Advisory Capital sold 283,373 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $6.31M.
  • Acorn Advisory Capital first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 4 quarters.
  • Acorn Advisory Capital's Energy Transfer Partners, L.P. position peaked at $6.31M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Acorn Advisory Capital's 13F filing for Q4 2018, filed 12 Feb 2019.