BFEC
ETP

Benjamin F. Edwards & Company’s Energy Transfer Partners, L.P. ETP Stock Holding History

Benjamin F. Edwards & Company’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
-4,037
Closed -$90K – 1824
2018
Q3 		$90K Buy
4,037
+2,094
+108% +$45.5K 0.01% 706
2018
Q2 		$37K Sell
1,943
-790
-29% -$14.5K ﹤0.01% 933
2018
Q1 		$44K Sell
2,733
-697
-20% -$12.9K ﹤0.01% 880
2017
Q4 		$61K Sell
3,430
-4,420
-56% -$76.3K 0.01% 774
2017
Q3 		$144K Buy
7,850
+6
+0.1% +$116 0.02% 529
2017
Q2 		$160K Buy
+7,844
New +$175K 0.02% 479
2014
Q4 		– Sell
-650
Closed -$31K – 1059
2014
Q3 		$31K Sell
650
-100
-13% -$4.73K 0.01% 578
2014
Q2 		$35K Hold
750
– – 0.01% 520
2014
Q1 		$34K Buy
+750
New +$30K 0.01% 498

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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
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
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return