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

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return

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

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return