CAC
ETP

Certified Advisory Corp’s Energy Transfer Partners, L.P. ETP Stock Holding History

Certified Advisory Corp’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
-3,389
Closed -$75K – 815
2018
Q3 		$75K Buy
3,389
+15
+0.4% +$326 0.03% 237
2018
Q2 		$64K Buy
3,374
+19
+0.6% +$349 0.04% 247
2018
Q1 		$54K Buy
3,355
+2
+0.1% +$37 0.03% 257
2017
Q4 		$60K Buy
+3,353
New +$57.9K 0.04% 211

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

Certified Advisory Corp's ETP Position: Q4 2018 in Review

Certified Advisory Corp sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 3,389 shares — an estimated $75K sold.

Certified Advisory Corp first reported a position in ETP in Q4 2017 and held it in 4 quarters. The position peaked at $75K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Certified Advisory Corp reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 3,389 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $75K.
  • Certified Advisory Corp first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 4 quarters.
  • Certified Advisory Corp's Energy Transfer Partners, L.P. position peaked at $75K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.