CWA
ETP

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 $185M AUM 6.42% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return