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	–	1453
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	–	1258
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

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Carroll Financial Associates's ETP Position: Q4 2018 in Review

Carroll Financial Associates sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,950 shares — an estimated $43K sold.

Carroll Financial Associates first reported a position in ETP in Q2 2015 and held it in 9 quarters. The position peaked at $43K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Carroll Financial Associates reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Carroll Financial Associates sold 1,950 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $43K.
Carroll Financial Associates first reported a position in Energy Transfer Partners, L.P. in Q2 2015 and held it in 9 quarters.
Carroll Financial Associates's Energy Transfer Partners, L.P. position peaked at $43K in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Carroll Financial Associates's 13F filing for Q4 2018, filed 11 Jan 2019.