FFA
ETP

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

First Foundation 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
-11,814
Closed -$263K – 413
2018
Q3 		$263K Buy
+11,814
New +$256K 0.01% 303
2015
Q3 		– Sell
-5,850
Closed -$222K – 262
2015
Q2 		$222K Buy
5,850
+317
+6% +$12.9K 0.02% 202
2015
Q1 		$229K Hold
5,533
– – 0.02% 206
2014
Q4 		$231K Sell
5,533
-5,497
-50% -$253K 0.02% 205
2014
Q3 		$532K Buy
11,030
+483
+5% +$22.9K 0.05% 137
2014
Q2 		$497K Buy
10,547
+549
+5% +$25K 0.05% 132
2014
Q1 		$454K Buy
9,998
+2,976
+42% +$119K 0.06% 116
2013
Q4 		$265K Sell
7,022
-30
-0.4% -$1.03K 0.04% 149
2013
Q3 		$234K Buy
+7,052
New +$225K 0.04% 144

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