Acorn Wealth Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Acorn Wealth Advisors’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 Q3	–	Sell	-3,075	Closed	-$58K	–	504
2018 Q2	$58K	Buy	3,075 +85	+3%	+$1.56K	0.05%	250
2018 Q1	$54K	Buy	2,990 +61	+2%	+$1.13K	0.05%	255
2017 Q4	$55K	Buy	+2,929	New	+$50.6K	0.05%	244

Other funds holding ETP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acorn Wealth Advisors's ETP Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2018, closing a stake of 3,075 shares — an estimated $58K sold.

Acorn Wealth Advisors first reported a position in ETP in Q4 2017 and held it in 3 quarters. The position peaked at $58K in Q2 2018. 529 funds tracked by Wall St. Rank hold ETP as of Q3 2018.

Acorn Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 3,075 Energy Transfer Partners, L.P. shares in Q3 2018, an estimated $58K.
Acorn Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $58K in Q2 2018.
529 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.