EFSCE
ETP

Enterprise Financial Services Corp (EFSC)’s Energy Transfer Partners, L.P. ETP Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-1,222
Closed -$27K – 1115
2018
Q3 		$27K Sell
1,222
-2,745
-69% -$59.6K 0.01% 377
2018
Q2 		$76K Buy
3,967
+273
+7% +$5.02K 0.04% 222
2018
Q1 		$60K Hold
3,694
– – 0.03% 261
2017
Q4 		$66K Sell
3,694
-259
-7% -$4.47K 0.03% 247
2017
Q3 		$72K Buy
+3,953
New +$76.7K 0.04% 235
2017
Q2 		– Sell
-2,590
Closed -$63K – 1108
2017
Q1 		$63K Buy
2,590
+486
+23% +$12.1K 0.03% 255
2016
Q4 		$51K Hold
2,104
– – 0.03% 276
2016
Q3 		$60K Sell
2,104
-420
-17% -$12.2K 0.03% 245
2016
Q2 		$73K Sell
2,524
-22
-0.9% -$606 0.04% 205
2016
Q1 		$64K Buy
2,546
+135
+6% +$3.06K 0.04% 214
2015
Q4 		$62K Buy
2,411
+582
+32% +$16.1K 0.04% 214
2015
Q3 		$52K Buy
1,829
+37
+2% +$1.25K 0.03% 232
2015
Q2 		$68K Buy
1,792
+591
+49% +$24.1K 0.04% 208
2015
Q1 		$50K Hold
1,201
– – 0.03% 255
2014
Q4 		$50K Sell
1,201
-451
-27% -$20.8K 0.03% 261
2014
Q3 		$80K Hold
1,652
– – 0.05% 196
2014
Q2 		$78K Buy
+1,652
New +$75.2K 0.05% 204

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