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
2018
Q4 		– Sell
-42
Closed -$1K – 2362
2018
Q3 		$1K Buy
+42
New +$912 ﹤0.01% 1813
2018
Q2 		– Sell
-450
Closed -$7K – 1828
2018
Q1 		$7K Hold
450
– – ﹤0.01% 955
2017
Q4 		$8K Hold
450
– – ﹤0.01% 963
2017
Q3 		$8K Hold
450
– – ﹤0.01% 973
2017
Q2 		$9K Buy
+450
New +$10K ﹤0.01% 800

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

Carson Wealth (CWM LLC)'s ETP Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 42 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in ETP in Q2 2017 and held it in 5 quarters. The position peaked at $9K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 42 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Energy Transfer Partners, L.P. position peaked at $9K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.