Gradient Investments’s Energy Transfer Partners, L.P. ETP Stock Holding History

Gradient Investments’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	-18	Closed	–	–	1171
2018 Q3	$0	Hold	18	–	–	﹤0.01%	1119
2018 Q2	$0	Hold	18	–	–	﹤0.01%	1203
2018 Q1	$0	Hold	18	–	–	﹤0.01%	1233
2017 Q4	$0	Buy	+18	New	+$311	﹤0.01%	1125
2017 Q3	–	Sell	-18	Closed	–	–	818
2017 Q2	$0	Hold	18	–	–	﹤0.01%	951
2017 Q1	$0	Hold	18	–	–	﹤0.01%	856
2016 Q4	$0	Hold	18	–	–	﹤0.01%	831
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	694
2016 Q2	$1K	Hold	18	–	–	﹤0.01%	696
2016 Q1	$0	Hold	18	–	–	﹤0.01%	808
2015 Q4	$0	Hold	18	–	–	﹤0.01%	771
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	569
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	608
2015 Q1	$1K	Hold	18	–	–	﹤0.01%	622
2014 Q4	$1K	Hold	18	–	–	﹤0.01%	560
2014 Q3	$1K	Hold	18	–	–	﹤0.01%	471
2014 Q2	$1K	Sell	18 -614	-97%	-$28K	﹤0.01%	489
2014 Q1	$29K	Sell	632 -53,376	-99%	-$2.14M	0.01%	241
2013 Q4	$2.04M	Buy	54,008 +7,306	+16%	+$252K	0.54%	30
2013 Q3	$1.55M	Buy	46,702 +8,484	+22%	+$271K	0.49%	43
2013 Q2	$1.22M	Buy	+38,218	New	+$1.2M	0.46%	50

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

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

Gradient Investments's ETP Position: Q4 2018 in Review

Gradient Investments sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 18 shares.

Gradient Investments first reported a position in ETP in Q2 2013 and held it in 21 quarters. The position peaked at $2.04M in Q4 2013. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Gradient Investments reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 18 Energy Transfer Partners, L.P. shares in Q4 2018.
Gradient Investments first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 21 quarters.
Gradient Investments's Energy Transfer Partners, L.P. position peaked at $2.04M in Q4 2013.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.