CWM
ETP

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

Cornerstone 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
2017
Q4 		– Sell
-17,900
Closed -$328K – 430
2017
Q3 		$328K Buy
17,900
+226
+1% +$4.39K 0.07% 273
2017
Q2 		$355K Buy
+17,674
New +$394K 0.08% 239

Other funds holding ETP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Wealth Management's ETP Position: Q4 2017 in Review

Cornerstone Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2017, closing a stake of 17,900 shares — an estimated $328K sold.

Cornerstone Wealth Management first reported a position in ETP in Q2 2017 and held it in 2 quarters. The position peaked at $355K in Q2 2017. 531 funds tracked by Wall St. Rank hold ETP as of Q4 2017.

  • Cornerstone Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 17,900 Energy Transfer Partners, L.P. shares in Q4 2017, an estimated $328K.
  • Cornerstone Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 2 quarters.
  • Cornerstone Wealth Management's Energy Transfer Partners, L.P. position peaked at $355K in Q2 2017.
  • 531 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2017.

Based on Cornerstone Wealth Management's 13F filing for Q4 2017, filed 9 Feb 2018.