CAL
ETP

Capital Analysts LLC’s Energy Transfer Partners, L.P. ETP Stock Holding History

Capital Analysts LLC’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
-1,525
Closed -$34K – 644
2018
Q3 		$34K Hold
1,525
– – ﹤0.01% 359
2018
Q2 		$29K Hold
1,525
– – ﹤0.01% 380
2018
Q1 		$25K Hold
1,525
– – ﹤0.01% 374
2017
Q4 		$27K Buy
+1,525
New +$26.3K ﹤0.01% 349

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

Capital Analysts LLC's ETP Position: Q4 2018 in Review

Capital Analysts LLC sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,525 shares — an estimated $34K sold.

Capital Analysts LLC first reported a position in ETP in Q4 2017 and held it in 4 quarters. The position peaked at $34K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Capital Analysts LLC reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Capital Analysts LLC sold 1,525 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $34K.
  • Capital Analysts LLC first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 4 quarters.
  • Capital Analysts LLC's Energy Transfer Partners, L.P. position peaked at $34K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Capital Analysts LLC's 13F filing for Q4 2018, filed 13 Feb 2019.