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

Evercore 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	-24,841	Closed	-$553K	–	430
2018 Q3	$553K	Buy	24,841 +9,225	+59%	+$200K	0.02%	268
2018 Q2	$297K	Sell	15,616 -2,544	-14%	-$46.8K	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%	-$5.82K	0.01%	302
2017 Q2	$377K	Buy	18,460 +18,038	+4,274%	+$402K	0.01%	289
2017 Q1	$10K	Hold	422	–	–	﹤0.01%	830
2016 Q4	$10K	Hold	422	–	–	﹤0.01%	830
2016 Q3	$12K	Hold	422	–	–	﹤0.01%	856
2016 Q2	$12K	Buy	+422	New	+$11.6K	﹤0.01%	836

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 $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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Evercore Wealth Management's ETP Position: Q4 2018 in Review

Evercore Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 24,841 shares — an estimated $553K sold.

Evercore Wealth Management first reported a position in ETP in Q2 2016 and held it in 10 quarters. The position peaked at $553K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Evercore Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 24,841 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $553K.
Evercore Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q2 2016 and held it in 10 quarters.
Evercore Wealth Management's Energy Transfer Partners, L.P. position peaked at $553K in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.