BIC
ETP

Beach Investment Counsel’s Energy Transfer Partners, L.P. ETP Stock Holding History

Beach Investment Counsel’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
-24,228
Closed -$539K – 154
2018
Q3 		$539K Sell
24,228
-4,546
-16% -$98.7K 0.05% 112
2018
Q2 		$548K Buy
28,774
+11,690
+68% +$215K 0.06% 116
2018
Q1 		$277K Sell
17,084
-8,507
-33% -$158K 0.03% 143
2017
Q4 		$459K Sell
25,591
-11,679
-31% -$202K 0.04% 124
2017
Q3 		$682K Buy
37,270
+18,970
+104% +$368K 0.07% 108
2017
Q2 		$373K Buy
18,300
+6,100
+50% +$136K 0.04% 122
2017
Q1 		$446K Buy
+12,200
New +$304K 0.05% 116

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 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

Beach Investment Counsel's ETP Position: Q4 2018 in Review

Beach Investment Counsel sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 24,228 shares — an estimated $539K sold.

Beach Investment Counsel first reported a position in ETP in Q1 2017 and held it in 7 quarters. The position peaked at $682K in Q3 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Beach Investment Counsel reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Beach Investment Counsel sold 24,228 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $539K.
  • Beach Investment Counsel first reported a position in Energy Transfer Partners, L.P. in Q1 2017 and held it in 7 quarters.
  • Beach Investment Counsel's Energy Transfer Partners, L.P. position peaked at $682K in Q3 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Beach Investment Counsel's 13F filing for Q4 2018, filed 1 Feb 2019.