Destination Wealth Management
ETP

Destination Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Destination 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
Q2 		– Sell
-6,001
Closed -$219K – 169
2017
Q1 		$219K Buy
+6,001
New +$223K 0.02% 151

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WPEP
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UIC
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GIM
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Chicago Partners Investment Group
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CCM
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Capital Investment Advisors
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Destination Wealth Management's ETP Position: Q2 2017 in Review

Destination Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 6,001 shares — an estimated $219K sold.

Destination Wealth Management first reported a position in ETP in Q1 2017 and held it in 1 quarter. The position peaked at $219K in Q1 2017. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Destination Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Destination Wealth Management sold 6,001 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $219K.
  • Destination Wealth Management first reported a position in Energy Transfer Partners L.p. in Q1 2017 and held it in 1 quarter.
  • Destination Wealth Management's Energy Transfer Partners L.p. position peaked at $219K in Q1 2017.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Destination Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.