BRWA
ETP

B. Riley Wealth Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

B. Riley Wealth Advisors’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
-15,569
Closed -$347K – 767
2018
Q3 		$347K Buy
15,569
+69
+0.4% +$1.5K 0.04% 452
2018
Q2 		$297K Buy
15,500
+1,325
+9% +$24.3K 0.04% 469
2018
Q1 		$231K Buy
14,175
+3,337
+31% +$62K 0.03% 541
2017
Q4 		$195K Sell
10,838
-177
-2% -$3.06K 0.03% 586
2017
Q3 		$202K Sell
11,015
-3,121
-22% -$60.6K 0.03% 496
2017
Q2 		$289K Buy
+14,136
New +$315K 0.05% 374
2014
Q3 		– Sell
-169
Closed -$7.97K – 2215
2014
Q2 		$7.97K Buy
+169
New +$7.69K ﹤0.01% 1875

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