Atria Investments’s Energy Transfer Partners, L.P. ETP Stock Holding History

Atria Investments’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	-46,613	Closed	-$1.04M	–	1058
2018 Q3	$1.04M	Buy	46,613 +3,933	+9%	+$85.4K	0.04%	383
2018 Q2	$813K	Buy	42,680 +1,416	+3%	+$26K	0.04%	421
2018 Q1	$669K	Sell	41,264 -286	-0.7%	-$5.31K	0.03%	442
2017 Q4	$745K	Buy	41,550 +21,993	+112%	+$380K	0.04%	399
2017 Q3	$358K	Buy	19,557 +2,162	+12%	+$42K	0.02%	549
2017 Q2	$355K	Buy	+17,395	New	+$388K	0.02%	513

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 $153M AUM 34.88% 1-Year Est. Return

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

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

1IA

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

Atria Investments's ETP Position: Q4 2018 in Review

Atria Investments sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 46,613 shares — an estimated $1.04M sold.

Atria Investments first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $1.04M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Atria Investments reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Atria Investments sold 46,613 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.04M.
Atria Investments first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
Atria Investments's Energy Transfer Partners, L.P. position peaked at $1.04M in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.