BWP
ETP

Baldwin Wealth Partners’s Energy Transfer Partners, L.P. ETP Stock Holding History

Baldwin Wealth 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
-50,494
Closed -$1.12M – 560
2018
Q3 		$1.12M Sell
50,494
-12,125
-19% -$263K 0.16% 83
2018
Q2 		$1.19M Buy
62,619
+11,225
+22% +$206K 0.19% 76
2018
Q1 		$834K Hold
51,394
– – 0.13% 93
2017
Q4 		$921K Buy
51,394
+150
+0.3% +$2.59K 0.14% 96
2017
Q3 		$937K Sell
51,244
-300
-0.6% -$5.82K 0.15% 93
2017
Q2 		$1.05M Buy
51,544
+30,444
+144% +$679K 0.17% 86
2017
Q1 		$515K Buy
21,100
+1,000
+5% +$25K 0.08% 125
2016
Q4 		$483K Buy
20,100
+1,000
+5% +$25.3K 0.09% 120
2016
Q3 		$543K Hold
19,100
– – 0.1% 118
2016
Q2 		$549K Hold
19,100
– – 0.11% 108
2016
Q1 		$479K Hold
19,100
– – 0.09% 153
2015
Q4 		$491K Sell
19,100
-300
-2% -$8.3K 0.08% 158
2015
Q3 		$556K Sell
19,400
-2,200
-10% -$74.6K 0.09% 159
2015
Q2 		$821K Buy
21,600
+6,600
+44% +$270K 0.12% 144
2015
Q1 		$620K Sell
15,000
-200
-1% -$8.47K 0.09% 156
2014
Q4 		$635K Sell
15,200
-600
-4% -$27.6K 0.09% 159
2014
Q3 		$763K Hold
15,800
– – 0.11% 153
2014
Q2 		$744K Hold
15,800
– – 0.11% 155
2014
Q1 		$718K Buy
15,800
+600
+4% +$24K 0.12% 158
2013
Q4 		$574K Buy
15,200
+2,400
+19% +$82.8K 0.09% 166
2013
Q3 		$425K Buy
12,800
+300
+2% +$9.58K 0.08% 166
2013
Q2 		$400K Buy
+12,500
New +$391K 0.08% 158

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

Baldwin Wealth Partners's ETP Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 50,494 shares — an estimated $1.12M sold.

Baldwin Wealth Partners first reported a position in ETP in Q2 2013 and held it in 22 quarters. The position peaked at $1.19M in Q2 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Baldwin Wealth Partners reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 50,494 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.12M.
  • Baldwin Wealth Partners first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 22 quarters.
  • Baldwin Wealth Partners's Energy Transfer Partners, L.P. position peaked at $1.19M in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.