FG
ETP

Fiduciary Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

Fiduciary Group’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
-27,580
Closed -$614K – 185
2018
Q3 		$614K Sell
27,580
-530
-2% -$11.5K 0.12% 112
2018
Q2 		$535K Sell
28,110
-2,625
-9% -$48.2K 0.11% 117
2018
Q1 		$499K Hold
30,735
– – 0.11% 122
2017
Q4 		$551K Sell
30,735
-5,338
-15% -$92.2K 0.12% 116
2017
Q3 		$660K Buy
36,073
+450
+1% +$8.74K 0.15% 107
2017
Q2 		$726K Buy
+35,623
New +$794K 0.17% 104

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

Fiduciary Group's ETP Position: Q4 2018 in Review

Fiduciary Group sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 27,580 shares — an estimated $614K sold.

Fiduciary Group first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $726K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Fiduciary Group reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Fiduciary Group sold 27,580 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $614K.
  • Fiduciary Group first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Fiduciary Group's Energy Transfer Partners, L.P. position peaked at $726K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Fiduciary Group's 13F filing for Q4 2018, filed 13 Feb 2019.