EWM
ETP
Evercore Wealth Management’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 |
-12,025
| Closed | -$439K | – | 1081 |
|
|
2017
Q1 | $439K | Buy |
12,025
+1,200
| +11% | +$43.8K | 0.02% | 276 |
|
|
2016
Q4 | $388K | Sell |
10,825
-1,200
| -10% | -$43K | 0.02% | 273 |
|
|
2016
Q3 | $445K | Buy |
12,025
+43
| +0.4% | +$1.59K | 0.02% | 257 |
|
|
2016
Q2 | $456K | Buy |
11,982
+857
| +8% | +$32.6K | 0.02% | 249 |
|
|
2016
Q1 | $360K | Sell |
11,125
-10,130
| -48% | -$328K | 0.02% | 284 |
|
|
2015
Q4 | $717K | Sell |
21,255
-10,270
| -33% | -$346K | 0.03% | 215 |
|
|
2015
Q3 | $1.29M | Sell |
31,525
-5,845
| -16% | -$240K | 0.06% | 160 |
|
|
2015
Q2 | $1.95M | Hold |
37,370
| – | – | 0.09% | 139 |
|
|
2015
Q1 | $2.08M | Buy |
37,370
+30,000
| +407% | +$1.67M | 0.1% | 137 |
|
|
2014
Q4 | $480K | Buy |
7,370
+345
| +5% | +$22.5K | 0.02% | 247 |
|
|
2014
Q3 | $450K | Sell |
7,025
-2,200
| -24% | -$141K | 0.02% | 278 |
|
|
2014
Q2 | $535K | Buy |
9,225
+4,500
| +95% | +$261K | 0.03% | 261 |
|
|
2014
Q1 | $256K | Buy |
4,725
+800
| +20% | +$43.3K | 0.01% | 342 |
|
|
2013
Q4 | $225K | Sell |
3,925
-1,007
| -20% | -$57.7K | 0.01% | 354 |
|
|
2013
Q3 | $256K | Buy |
4,932
+1,407
| +40% | +$73K | 0.01% | 375 |
|
|
2013
Q2 | $177K | Buy |
+3,525
| New | +$177K | 0.01% | 412 |
|