BAM
ETP

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

Bruderman 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
-1,809
Closed -$40K – 718
2018
Q3 		$40K Buy
1,809
+39
+2% +$847 0.01% 212
2018
Q2 		$34K Buy
1,770
+46
+3% +$845 0.01% 234
2018
Q1 		$28K Buy
+1,724
New +$32K 0.01% 252
2017
Q3 		– Sell
-1,592
Closed -$32K – 349
2017
Q2 		$32K Buy
+1,592
New +$35.5K 0.01% 248

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

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

Bruderman Asset Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,809 shares — an estimated $40K sold.

Bruderman Asset Management first reported a position in ETP in Q2 2017 and held it in 4 quarters. The position peaked at $40K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Bruderman Asset Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 1,809 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $40K.
  • Bruderman Asset Management first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 4 quarters.
  • Bruderman Asset Management's Energy Transfer Partners, L.P. position peaked at $40K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.