AWA
ETP

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

AmeriServ 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
2015
Q3 		– Sell
-6,395
Closed -$243K – 147
2015
Q2 		$243K Hold
6,395
– – 0.28% 73
2015
Q1 		$264K Sell
6,395
-175
-3% -$7.41K 0.3% 65
2014
Q4 		$274K Sell
6,570
-5,800
-47% -$267K 0.27% 94
2014
Q3 		$597K Buy
12,370
+100
+0.8% +$4.73K 1.03% 33
2014
Q2 		$578K Hold
12,270
– – 0.62% 44
2014
Q1 		$558K Hold
12,270
– – 0.56% 54
2013
Q4 		$463K Sell
12,270
-72
-0.6% -$2.48K 0.28% 103
2013
Q3 		$410K Hold
12,342
– – 0.26% 114
2013
Q2 		$395K Buy
+12,342
New +$386K 0.25% 114

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O
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Goldman Sachs
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UBS Group
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KACA
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CCCA
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Deutsche Bank
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CCM
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NIM
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return