DAS
ETP

Dynamic Advisor Solutions’s Energy Transfer Partners, L.P. ETP Stock Holding History

Dynamic Advisor Solutions’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
-28,482
Closed -$634K – 460
2018
Q3 		$634K Sell
28,482
-417
-1% -$9.05K 0.13% 188
2018
Q2 		$550K Buy
28,899
+2,862
+11% +$52.6K 0.12% 196
2018
Q1 		$422K Buy
26,037
+10,521
+68% +$195K 0.11% 205
2017
Q4 		$278K Sell
15,516
-723
-4% -$12.5K 0.09% 204
2017
Q3 		$297K Sell
16,239
-11,732
-42% -$228K 0.12% 181
2017
Q2 		$570K Buy
+27,971
New +$624K 0.22% 124
2015
Q3 		– Sell
-8,417
Closed -$320K – 218
2015
Q2 		$320K Buy
8,417
+6
+0.1% +$245 0.19% 118
2015
Q1 		$348K Buy
8,411
+33
+0.4% +$1.4K 0.17% 143
2014
Q4 		$350K Sell
8,378
-5,120
-38% -$236K 0.19% 140
2014
Q3 		$651K Buy
13,498
+2,076
+18% +$98.2K 0.35% 80
2014
Q2 		$538K Buy
11,422
+222
+2% +$10.1K 0.32% 95
2014
Q1 		$509K Buy
11,200
+46
+0.4% +$1.84K 0.35% 102
2013
Q4 		$421K Buy
+11,154
New +$385K 0.31% 116

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 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

Dynamic Advisor Solutions's ETP Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 28,482 shares — an estimated $634K sold.

Dynamic Advisor Solutions first reported a position in ETP in Q4 2013 and held it in 13 quarters. The position peaked at $651K in Q3 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Dynamic Advisor Solutions reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 28,482 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $634K.
  • Dynamic Advisor Solutions first reported a position in Energy Transfer Partners, L.P. in Q4 2013 and held it in 13 quarters.
  • Dynamic Advisor Solutions's Energy Transfer Partners, L.P. position peaked at $651K in Q3 2014.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.