Carroll Financial Associates’s Energy Transfer Partners, L.P. ETP Stock Holding History

Carroll Financial 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 Q4	–	Sell	-1,950	Closed	-$43K	–	1454
2018 Q3	$43K	Buy	1,950 +787	+68%	+$17.1K	﹤0.01%	540
2018 Q2	$22K	Hold	1,163	–	–	﹤0.01%	656
2018 Q1	$18K	Hold	1,163	–	–	﹤0.01%	708
2017 Q4	$20K	Hold	1,163	–	–	﹤0.01%	663
2017 Q3	$21K	Sell	1,163 -450	-28%	-$8.74K	﹤0.01%	647
2017 Q2	$32K	Buy	+1,613	New	+$36K	﹤0.01%	584
2016 Q1	–	Sell	-1,000	Closed	-$25K	–	1267
2015 Q4	$25K	Hold	1,000	–	–	0.01%	538
2015 Q3	$28K	Buy	1,000 +200	+25%	+$6.79K	0.01%	507
2015 Q2	$30K	Buy	+800	New	+$32.7K	0.01%	474

Other funds holding ETP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return

Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return