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	–	1817
2018 Q1	$107K	Buy	+6,573	New	+$122K	0.01%	399
2017 Q4	–	Sell	-121,109	Closed	-$2.21M	–	370
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 $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

Avantax Planning Partners's ETP Position: Q4 2018 in Review

Avantax Planning Partners sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 6,702 shares — an estimated $149K sold.

Avantax Planning Partners first reported a position in ETP in Q1 2017 and held it in 5 quarters. The position peaked at $2.44M in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Avantax Planning Partners reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 6,702 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $149K.
Avantax Planning Partners first reported a position in Energy Transfer Partners, L.P. in Q1 2017 and held it in 5 quarters.
Avantax Planning Partners's Energy Transfer Partners, L.P. position peaked at $2.44M in Q2 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.