Clal Insurance’s Energy Transfer Partners, L.P. ETP Stock Holding History

Clal Insurance’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	-20,000	Closed	-$445K	–	105
2018 Q3	$445K	Sell	20,000 -10,000	-33%	-$217K	0.01%	78
2018 Q2	$571K	Buy	+30,000	New	+$551K	0.01%	65

Other funds holding ETP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Clal Insurance's ETP Position: Q4 2018 in Review

Clal Insurance sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 20,000 shares — an estimated $445K sold.

Clal Insurance first reported a position in ETP in Q2 2018 and held it in 2 quarters. The position peaked at $571K in Q2 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Clal Insurance reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Clal Insurance sold 20,000 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $445K.
Clal Insurance first reported a position in Energy Transfer Partners, L.P. in Q2 2018 and held it in 2 quarters.
Clal Insurance's Energy Transfer Partners, L.P. position peaked at $571K in Q2 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Clal Insurance's 13F filing for Q4 2018, filed 14 Feb 2019.