Carson Wealth (CWM LLC)
ETP

Carson Wealth (CWM LLC)’s Energy Transfer Partners L.p. ETP Stock Holding History

Carson Wealth (CWM 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
2017
Q2 		– Sell
-522
Closed -$19K – 1398
2017
Q1 		$19K Buy
522
+222
+74% +$8.26K ﹤0.01% 613
2016
Q4 		$11K Sell
300
-50
-14% -$1.78K ﹤0.01% 722
2016
Q3 		$13K Buy
+350
New +$13.8K ﹤0.01% 649
2015
Q4 		– Sell
-299
Closed -$12K – 803
2015
Q3 		$12K Buy
+299
New +$14.5K ﹤0.01% 441
2014
Q1 		– Sell
-111
Closed -$6K – 650
2013
Q4 		$6K Buy
+111
New +$5.89K ﹤0.01% 506

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TCA
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HHAM
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AAA
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NCM
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WPEP
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UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return