Guidant Wealth Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Guidant Wealth 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	-600	Closed	-$13K	–	305
2018 Q3	$13K	Hold	600	–	–	0.01%	144
2018 Q2	$11K	Sell	600 -600	-50%	-$11K	﹤0.01%	144
2018 Q1	$19K	Hold	1,200	–	–	0.01%	121
2017 Q4	$23K	Hold	1,200	–	–	0.01%	108
2017 Q3	$22K	Hold	1,200	–	–	0.02%	110
2017 Q2	$24K	Buy	+1,200	New	+$26.8K	0.01%	143

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

Guidant Wealth Advisors's ETP Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 600 shares — an estimated $13K sold.

Guidant Wealth Advisors first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $24K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Guidant Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Guidant Wealth Advisors sold 600 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $13K.
Guidant Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
Guidant Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $24K in Q2 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.