CA
ETP

Calton & Associates’s Energy Transfer Partners, L.P. ETP Stock Holding History

Calton & Associates’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
Q1 		– Sell
-3,189
Closed -$65K – 1480
2017
Q4 		$65K Buy
+3,189
New +$55.1K 0.02% 604

Other funds holding ETP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Calton & Associates's ETP Position: Q1 2018 in Review

Calton & Associates sold out of Energy Transfer Partners, L.P. (ETP) in Q1 2018, closing a stake of 3,189 shares — an estimated $65K sold.

Calton & Associates first reported a position in ETP in Q4 2017 and held it in 1 quarter. The position peaked at $65K in Q4 2017. 525 funds tracked by Wall St. Rank hold ETP as of Q1 2018.

  • Calton & Associates reported no remaining Energy Transfer Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 3,189 Energy Transfer Partners, L.P. shares in Q1 2018, an estimated $65K.
  • Calton & Associates first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Energy Transfer Partners, L.P. position peaked at $65K in Q4 2017.
  • 525 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.