BFM
ETP

Boston Financial Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Boston Financial 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
-12,600
Closed -$280K – 279
2018
Q3 		$280K Hold
12,600
– – 0.02% 257
2018
Q2 		$240K Hold
12,600
– – 0.02% 241
2018
Q1 		$204K Hold
12,600
– – 0.01% 257
2017
Q4 		$226K Hold
12,600
– – 0.02% 249
2017
Q3 		$230K Hold
12,600
– – 0.02% 241
2017
Q2 		$257K Buy
+12,600
New +$281K 0.02% 245

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

Boston Financial Management's ETP Position: Q4 2018 in Review

Boston Financial Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 12,600 shares — an estimated $280K sold.

Boston Financial Management first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $280K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Boston Financial Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Boston Financial Management sold 12,600 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $280K.
  • Boston Financial Management first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Boston Financial Management's Energy Transfer Partners, L.P. position peaked at $280K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Boston Financial Management's 13F filing for Q4 2018, filed 31 Jan 2019.