FIM
ETP

Freedom Investment Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Freedom Investment Management’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
Q1 		– Sell
-22,910
Closed -$411K – 1264
2017
Q4 		$411K Buy
+22,910
New +$411K 0.02% 722

Other funds holding ETP

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Freedom Investment Management's ETP Position: Q1 2018 in Review

Freedom Investment Management sold out of Energy Transfer Partners L.p. (ETP) in Q1 2018, closing a stake of 22,910 shares — an estimated $411K sold.

Freedom Investment Management first reported a position in ETP in Q4 2017 and held it in 1 quarter. The position peaked at $411K in Q4 2017. 21 funds tracked by Wall St. Rank hold ETP as of Q1 2018.

  • Freedom Investment Management reported no remaining Energy Transfer Partners L.p. position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 22,910 Energy Transfer Partners L.p. shares in Q1 2018, an estimated $411K.
  • Freedom Investment Management first reported a position in Energy Transfer Partners L.p. in Q4 2017 and held it in 1 quarter.
  • Freedom Investment Management's Energy Transfer Partners L.p. position peaked at $411K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.