CFGS
ETP

Concourse Financial Group Securities’s Energy Transfer Partners, L.P. ETP Stock Holding History

Concourse Financial Group Securities’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
-3,385
Closed -$75K – 2298
2018
Q3 		$75K Buy
+3,385
New +$73.5K 0.02% 497

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

Concourse Financial Group Securities's ETP Position: Q4 2018 in Review

Concourse Financial Group Securities sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 3,385 shares — an estimated $75K sold.

Concourse Financial Group Securities first reported a position in ETP in Q3 2018 and held it in 1 quarter. The position peaked at $75K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Concourse Financial Group Securities reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,385 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $75K.
  • Concourse Financial Group Securities first reported a position in Energy Transfer Partners, L.P. in Q3 2018 and held it in 1 quarter.
  • Concourse Financial Group Securities'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 Concourse Financial Group Securities's 13F filing for Q4 2018, filed 14 Feb 2019.