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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-24,841
| Closed | -$553K | – | 430 |
|
|
2018
Q3 | $553K | Buy |
24,841
+9,225
| +59% | +$205K | 0.02% | 268 |
|
|
2018
Q2 | $297K | Sell |
15,616
-2,544
| -14% | -$48.4K | 0.01% | 328 |
|
|
2018
Q1 | $294K | Hold |
18,160
| – | – | 0.01% | 302 |
|
|
2017
Q4 | $326K | Hold |
18,160
| – | – | 0.01% | 301 |
|
|
2017
Q3 | $332K | Sell |
18,160
-300
| -2% | -$5.49K | 0.01% | 302 |
|
|
2017
Q2 | $377K | Buy |
18,460
+18,038
| +4,274% | +$368K | 0.01% | 287 |
|
|
2017
Q1 | $10K | Hold |
422
| – | – | ﹤0.01% | 829 |
|
|
2016
Q4 | $10K | Hold |
422
| – | – | ﹤0.01% | 829 |
|
|
2016
Q3 | $12K | Hold |
422
| – | – | ﹤0.01% | 856 |
|
|
2016
Q2 | $12K | Buy |
+422
| New | +$12K | ﹤0.01% | 836 |
|