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

Baystate Wealth Management’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	-7,231	Closed	-$158K	–	743
2018 Q3	$158K	Buy	7,231 +172	+2%	+$3.73K	0.03%	95
2018 Q2	$134K	Buy	7,059 +210	+3%	+$3.86K	0.02%	104
2018 Q1	$128K	Sell	6,849 -1,381	-17%	-$25.7K	0.02%	107
2017 Q4	$168K	Hold	8,230	–	–	0.03%	96
2017 Q3	$151K	Hold	8,230	–	–	0.03%	89
2017 Q2	$169K	Buy	8,230 +184	+2%	+$4.1K	0.03%	85
2017 Q1	$192K	Buy	8,046 +6,722	+508%	+$168K	0.04%	80
2016 Q4	$32K	Buy	+1,324	New	+$33.5K	0.01%	185

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

Baystate Wealth Management's ETP Position: Q4 2018 in Review

Baystate Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 7,231 shares — an estimated $158K sold.

Baystate Wealth Management first reported a position in ETP in Q4 2016 and held it in 8 quarters. The position peaked at $192K in Q1 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Baystate Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Baystate Wealth Management sold 7,231 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $158K.
Baystate Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q4 2016 and held it in 8 quarters.
Baystate Wealth Management's Energy Transfer Partners, L.P. position peaked at $192K in Q1 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.