Cypress Wealth Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Cypress Wealth 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	-78,900	Closed	-$1.76M	–	90
2018 Q3	$1.76M	Sell	78,900 -13,800	-15%	-$300K	1.85%	18
2018 Q2	$1.76M	Sell	92,700 -9,675	-9%	-$178K	1.91%	17
2018 Q1	$1.66M	Buy	102,375 +2,450	+2%	+$45.5K	1.8%	19
2017 Q4	$1.79M	Buy	+99,925	New	+$1.73M	1.72%	20
2017 Q2	–	Sell	-31,850	Closed	-$778K	–	200
2017 Q1	$778K	Sell	31,850 -1,425	-4%	-$35.6K	0.36%	63
2016 Q4	$799K	Sell	33,275 -4,590	-12%	-$116K	0.36%	64
2016 Q3	$1.08M	Sell	37,865 -5,900	-13%	-$172K	0.49%	50
2016 Q2	$1.26M	Buy	43,765 +3,000	+7%	+$82.7K	0.62%	41
2016 Q1	$1.02M	Buy	40,765 +5,625	+16%	+$128K	0.47%	44
2015 Q4	$903K	Sell	35,140 -1,700	-5%	-$47.1K	0.46%	50
2015 Q3	$1.06M	Hold	36,840	–	–	0.57%	40
2015 Q2	$1.4M	Buy	+36,840	New	+$1.5M	0.82%	34

Other funds holding ETP

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Cypress Wealth Advisors's ETP Position: Q4 2018 in Review

Cypress Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 78,900 shares — an estimated $1.76M sold.

Cypress Wealth Advisors first reported a position in ETP in Q2 2015 and held it in 12 quarters. The position peaked at $1.79M in Q4 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Cypress Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 78,900 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.76M.
Cypress Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2015 and held it in 12 quarters.
Cypress Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $1.79M in Q4 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Cypress Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.