APP
ETP

Avantax Planning Partners’s Energy Transfer Partners, L.P. ETP Stock Holding History

Avantax Planning Partners’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
-6,702
Closed -$149K – 1447
2018
Q3 		$149K Buy
+6,702
New +$146K 0.01% 274
2018
Q2 		– Sell
-6,573
Closed -$107K – 1823
2018
Q1 		$107K Buy
+6,573
New +$122K 0.01% 399
2017
Q4 		– Sell
-121,109
Closed -$2.21M – 372
2017
Q3 		$2.21M Buy
121,109
+1,262
+1% +$24.5K 0.17% 58
2017
Q2 		$2.44M Buy
119,847
+109,883
+1,103% +$2.45M 0.21% 51
2017
Q1 		$243K Buy
+9,964
New +$249K 0.02% 274

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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return