Aperio Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

Aperio Group’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	-24,802	Closed	-$552K	–	2376
2018 Q3	$552K	Sell	24,802 -285	-1%	-$6.19K	﹤0.01%	1712
2018 Q2	$478K	Buy	+25,087	New	+$461K	﹤0.01%	1764

Other funds holding ETP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Aperio Group's ETP Position: Q4 2018 in Review

Aperio Group sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 24,802 shares — an estimated $552K sold.

Aperio Group first reported a position in ETP in Q2 2018 and held it in 2 quarters. The position peaked at $552K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Aperio Group reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Aperio Group sold 24,802 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $552K.
Aperio Group first reported a position in Energy Transfer Partners, L.P. in Q2 2018 and held it in 2 quarters.
Aperio Group's Energy Transfer Partners, L.P. position peaked at $552K in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Aperio Group's 13F filing for Q4 2018, filed 14 Feb 2019.