CGA
ETP

Crescent Grove Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Crescent Grove Advisors’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
-10,545
Closed -$235K – 169
2018
Q3 		$235K Hold
10,545
– – 0.05% 122
2018
Q2 		$201K Hold
10,545
– – 0.05% 129
2018
Q1 		$171K Hold
10,545
– – 0.04% 130
2017
Q4 		$189K Buy
+10,545
New +$182K 0.05% 130

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

Crescent Grove Advisors's ETP Position: Q4 2018 in Review

Crescent Grove Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 10,545 shares — an estimated $235K sold.

Crescent Grove Advisors first reported a position in ETP in Q4 2017 and held it in 4 quarters. The position peaked at $235K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Crescent Grove Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Crescent Grove Advisors sold 10,545 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $235K.
  • Crescent Grove Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 4 quarters.
  • Crescent Grove Advisors's Energy Transfer Partners, L.P. position peaked at $235K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Crescent Grove Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.