DWM
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
2018
Q4 		– Sell
-8,290
Closed -$185K – 752
2018
Q3 		$185K Sell
8,290
-1,646
-17% -$35.7K 0.01% 157
2018
Q2 		$189K Buy
9,936
+895
+10% +$16.4K 0.01% 142
2018
Q1 		$147K Sell
9,041
-2,489
-22% -$46.2K 0.01% 158
2017
Q4 		$207K Buy
+11,530
New +$199K 0.01% 149

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

Destination Wealth Management's ETP Position: Q4 2018 in Review

Destination Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 8,290 shares — an estimated $185K sold.

Destination Wealth Management first reported a position in ETP in Q4 2017 and held it in 4 quarters. The position peaked at $207K in Q4 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Destination Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 8,290 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $185K.
  • Destination Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 4 quarters.
  • Destination Wealth Management's Energy Transfer Partners, L.P. position peaked at $207K in Q4 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.