BAM
ETP

Belpointe Asset Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Belpointe Asset 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
-5,000
Closed -$111K – 668
2018
Q3 		$111K Buy
+5,000
New +$109K 0.02% 620
2018
Q1 		– Sell
-13,395
Closed -$240K – 510
2017
Q4 		$240K Buy
13,395
+2,975
+29% +$51.4K 0.05% 385
2017
Q3 		$191K Buy
+10,420
New +$202K 0.04% 397

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

Belpointe Asset Management's ETP Position: Q4 2018 in Review

Belpointe Asset Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 5,000 shares — an estimated $111K sold.

Belpointe Asset Management first reported a position in ETP in Q3 2017 and held it in 3 quarters. The position peaked at $240K in Q4 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Belpointe Asset Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 5,000 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $111K.
  • Belpointe Asset Management first reported a position in Energy Transfer Partners, L.P. in Q3 2017 and held it in 3 quarters.
  • Belpointe Asset Management's Energy Transfer Partners, L.P. position peaked at $240K in Q4 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Belpointe Asset Management's 13F filing for Q4 2018, filed 6 Mar 2019.