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

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return

Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return

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

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return