CWM
ETP

Cedar Wealth Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Cedar Wealth Management’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
-300
Closed -$7K – 198
2018
Q3 		$7K Buy
+300
New +$6.51K ﹤0.01% 137
2016
Q3 		– Sell
-1,350
Closed -$39K – 136
2016
Q2 		$39K Buy
+1,350
New +$37.2K 0.02% 84

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 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

Cedar Wealth Management's ETP Position: Q4 2018 in Review

Cedar Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 300 shares — an estimated $7K sold.

Cedar Wealth Management first reported a position in ETP in Q2 2016 and held it in 2 quarters. The position peaked at $39K in Q2 2016. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Cedar Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Cedar Wealth Management sold 300 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $7K.
  • Cedar Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q2 2016 and held it in 2 quarters.
  • Cedar Wealth Management's Energy Transfer Partners, L.P. position peaked at $39K in Q2 2016.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Cedar Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.