Atwood & Palmer’s Energy Transfer Partners, L.P. ETP Stock Holding History

Atwood & Palmer’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	-174	Closed	-$4K	–	345
2018 Q3	$4K	Hold	174	–	–	﹤0.01%	291
2018 Q2	$3K	Hold	174	–	–	﹤0.01%	291
2018 Q1	$3K	Hold	174	–	–	﹤0.01%	277
2017 Q4	$3K	Hold	174	–	–	﹤0.01%	275
2017 Q3	$3K	Hold	174	–	–	﹤0.01%	281
2017 Q2	$4K	Hold	174	–	–	﹤0.01%	290
2017 Q1	$4K	Hold	174	–	–	﹤0.01%	268
2016 Q4	$4K	Hold	174	–	–	﹤0.01%	301
2016 Q3	$5K	Hold	174	–	–	﹤0.01%	289
2016 Q2	$5K	Hold	174	–	–	﹤0.01%	276
2016 Q1	$4K	Hold	174	–	–	﹤0.01%	287
2015 Q4	$4K	Hold	174	–	–	﹤0.01%	370
2015 Q3	$5K	Hold	174	–	–	﹤0.01%	392
2015 Q2	$7K	Hold	174	–	–	﹤0.01%	316
2015 Q1	$7K	Hold	174	–	–	﹤0.01%	291
2014 Q4	$8K	Hold	174	–	–	﹤0.01%	318
2014 Q3	$8K	Hold	174	–	–	﹤0.01%	323
2014 Q2	$8K	Buy	+174	New	+$7.92K	﹤0.01%	278

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

Atwood & Palmer's ETP Position: Q4 2018 in Review

Atwood & Palmer sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 174 shares — an estimated $4K sold.

Atwood & Palmer first reported a position in ETP in Q2 2014 and held it in 18 quarters. The position peaked at $8K in Q4 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Atwood & Palmer reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Atwood & Palmer sold 174 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $4K.
Atwood & Palmer first reported a position in Energy Transfer Partners, L.P. in Q2 2014 and held it in 18 quarters.
Atwood & Palmer's Energy Transfer Partners, L.P. position peaked at $8K in Q4 2014.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Atwood & Palmer's 13F filing for Q4 2018, filed 1 Feb 2019.