EWM
ETP

Edge Wealth Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Edge 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
-47,335
Closed -$1.05M – 659
2018
Q3 		$1.05M Buy
47,335
+22,688
+92% +$493K 0.25% 57
2018
Q2 		$469K Sell
24,647
-765
-3% -$14.1K 0.12% 103
2018
Q1 		$412K Buy
25,412
+14,377
+130% +$267K 0.11% 95
2017
Q4 		$197K Sell
11,035
-10,365
-48% -$179K 0.06% 130
2017
Q3 		$392K Buy
+21,400
New +$415K 0.12% 94
2017
Q1 		– Sell
-600
Closed -$14K – 555
2016
Q4 		$14K Hold
600
– – 0.01% 307
2016
Q3 		$17K Hold
600
– – 0.01% 286
2016
Q2 		$17K Buy
+600
New +$16.5K 0.01% 267

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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return