BSW
ETP

Buckingham Strategic Wealth’s Energy Transfer Partners, L.P. ETP Stock Holding History

Buckingham Strategic Wealth’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
-15,472
Closed -$344K – 400
2018
Q3 		$344K Buy
+15,472
New +$336K 0.05% 248
2014
Q4 		– Sell
-4,557
Closed -$220K – 218
2014
Q3 		$220K Buy
4,557
+35
+0.8% +$1.66K 0.09% 156
2014
Q2 		$213K Buy
4,522
+34
+0.8% +$1.55K 0.09% 157
2014
Q1 		$204K Buy
+4,488
New +$180K 0.09% 142

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 $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

Buckingham Strategic Wealth's ETP Position: Q4 2018 in Review

Buckingham Strategic Wealth sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 15,472 shares — an estimated $344K sold.

Buckingham Strategic Wealth first reported a position in ETP in Q1 2014 and held it in 4 quarters. The position peaked at $344K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Buckingham Strategic Wealth reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15,472 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $344K.
  • Buckingham Strategic Wealth first reported a position in Energy Transfer Partners, L.P. in Q1 2014 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Energy Transfer Partners, L.P. position peaked at $344K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2018, filed 11 Feb 2019.