FHC
ETP

First Heartland Consultants’s Energy Transfer Partners, L.P. ETP Stock Holding History

First Heartland Consultants’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
-9,908
Closed -$221K – 267
2018
Q3 		$221K Sell
9,908
-15,132
-60% -$329K 0.07% 234
2018
Q2 		$477K Sell
25,040
-1,265
-5% -$23.2K 0.17% 136
2018
Q1 		$427K Sell
26,305
-3,224
-11% -$59.9K 0.13% 173
2017
Q4 		$529K Buy
29,529
+623
+2% +$10.8K 0.16% 143
2017
Q3 		$529K Buy
28,906
+5,915
+26% +$115K 0.13% 208
2017
Q2 		$469K Buy
+22,991
New +$513K 0.12% 210

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

First Heartland Consultants's ETP Position: Q4 2018 in Review

First Heartland Consultants sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 9,908 shares — an estimated $221K sold.

First Heartland Consultants first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $529K in Q4 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • First Heartland Consultants reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • First Heartland Consultants sold 9,908 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $221K.
  • First Heartland Consultants first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • First Heartland Consultants's Energy Transfer Partners, L.P. position peaked at $529K in Q4 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on First Heartland Consultants's 13F filing for Q4 2018, filed 12 Feb 2019.