Dynamic Advisor Solutions’s Energy Transfer Partners L.p. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-18,299
| Closed | -$668K | – | 240 |
|
|
2017
Q1 | $668K | Buy |
18,299
+121
| +0.7% | +$4.42K | 0.26% | 107 |
|
|
2016
Q4 | $651K | Sell |
18,178
-12,253
| -40% | -$439K | 0.26% | 106 |
|
|
2016
Q3 | $1.13M | Sell |
30,431
-245
| -0.8% | -$9.07K | 0.43% | 67 |
|
|
2016
Q2 | $1.17M | Buy |
30,676
+4,149
| +16% | +$158K | 0.47% | 64 |
|
|
2016
Q1 | $858K | Sell |
26,527
-8,164
| -24% | -$264K | 0.36% | 71 |
|
|
2015
Q4 | $1.17M | Buy |
34,691
+8,254
| +31% | +$278K | 0.48% | 59 |
|
|
2015
Q3 | $1.09M | Buy |
26,437
+4,922
| +23% | +$202K | 0.55% | 52 |
|
|
2015
Q2 | $1.12M | Sell |
21,515
-2,501
| -10% | -$131K | 0.66% | 50 |
|
|
2015
Q1 | $1.34M | Buy |
24,016
+1,153
| +5% | +$64.3K | 0.67% | 46 |
|
|
2014
Q4 | $1.49M | Buy |
22,863
+299
| +1% | +$19.4K | 0.8% | 38 |
|
|
2014
Q3 | $1.44M | Buy |
22,564
+259
| +1% | +$16.6K | 0.79% | 36 |
|
|
2014
Q2 | $1.29M | Buy |
+22,305
| New | +$1.29M | 0.78% | 33 |
|