DPIM
ETP

Duff & Phelps Investment Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Duff & Phelps Investment 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
-4,127,739
Closed -$91.9M – 245
2018
Q3 		$91.9M Buy
4,127,739
+2,500
+0.1% +$54.3K 1.39% 21
2018
Q2 		$78.5M Sell
4,125,239
-500
-0% -$9.19K 1.17% 27
2018
Q1 		$66.9M Hold
4,125,739
– – 1.04% 34
2017
Q4 		$73.9M Sell
4,125,739
-800
-0% -$13.8K 1.06% 34
2017
Q3 		$75.5M Buy
4,126,539
+25,000
+0.6% +$485K 1.06% 36
2017
Q2 		$83.6M Buy
4,101,539
+2,373,439
+137% +$52.9M 1.21% 23
2017
Q1 		$42.2M Buy
1,728,100
+25,000
+1% +$624K 0.6% 74
2016
Q4 		$40.9M Sell
1,703,100
-95,000
-5% -$2.4M 0.59% 75
2016
Q3 		$51.1M Buy
1,798,100
+835,500
+87% +$24.3M 0.72% 63
2016
Q2 		$27.7M Buy
962,600
+165,000
+21% +$4.55M 0.41% 87
2016
Q1 		$20M Buy
797,600
+65,400
+9% +$1.48M 0.32% 94
2015
Q4 		$18.8M Sell
732,200
-10,100
-1% -$280K 0.32% 95
2015
Q3 		$21.3M Sell
742,300
-16,700
-2% -$567K 0.34% 90
2015
Q2 		$28.9M Buy
759,000
+130,000
+21% +$5.31M 0.44% 83
2015
Q1 		$26M Buy
629,000
+70,000
+13% +$2.97M 0.36% 88
2014
Q4 		$23.4M Sell
559,000
-50,000
-8% -$2.3M 0.32% 89
2014
Q3 		$29.4M Buy
609,000
+285,000
+88% +$13.5M 0.42% 89
2014
Q2 		$15.3M Hold
324,000
– – 0.23% 95
2014
Q1 		$14.7M Hold
324,000
– – 0.24% 95
2013
Q4 		$12.2M Hold
324,000
– – 0.21% 100
2013
Q3 		$10.8M Buy
+324,000
New +$10.3M 0.19% 106

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

Duff & Phelps Investment Management's ETP Position: Q4 2018 in Review

Duff & Phelps Investment Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 4,127,739 shares — an estimated $91.9M sold.

Duff & Phelps Investment Management first reported a position in ETP in Q3 2013 and held it in 21 quarters. The position peaked at $91.9M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Duff & Phelps Investment Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 4,127,739 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $91.9M.
  • Duff & Phelps Investment Management first reported a position in Energy Transfer Partners, L.P. in Q3 2013 and held it in 21 quarters.
  • Duff & Phelps Investment Management's Energy Transfer Partners, L.P. position peaked at $91.9M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2018, filed 4 Feb 2019.