FA
ETP

FDx Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

FDx Advisors’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
-28,542
Closed -$635K – 895
2018
Q3 		$635K Buy
28,542
+146
+0.5% +$3.17K 0.02% 461
2018
Q2 		$541K Buy
28,396
+2,895
+11% +$53.2K 0.02% 519
2018
Q1 		$414K Sell
25,501
-13,910
-35% -$258K 0.01% 852
2017
Q4 		$706K Sell
39,411
-10,666
-21% -$184K 0.02% 666
2017
Q3 		$916K Buy
50,077
+181
+0.4% +$3.51K 0.03% 555
2017
Q2 		$1.02M Buy
49,896
+35,598
+249% +$794K 0.03% 510
2017
Q1 		$349K Buy
+14,298
New +$357K 0.01% 924
2015
Q2 		– Sell
-5,400
Closed -$225K – 1052
2015
Q1 		$225K Sell
5,400
-42
-0.8% -$1.78K 0.01% 1376
2014
Q4 		$227K Buy
+5,442
New +$251K 0.01% 822

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