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 $183M AUM 1.21% 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

First Foundation Advisors's ETP Position: Q4 2018 in Review

First Foundation Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 11,814 shares — an estimated $263K sold.

First Foundation Advisors first reported a position in ETP in Q3 2013 and held it in 9 quarters. The position peaked at $532K in Q3 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

First Foundation Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
First Foundation Advisors sold 11,814 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $263K.
First Foundation Advisors first reported a position in Energy Transfer Partners, L.P. in Q3 2013 and held it in 9 quarters.
First Foundation Advisors's Energy Transfer Partners, L.P. position peaked at $532K in Q3 2014.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on First Foundation Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.