HFM
ETP

Hartford Financial Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Hartford Financial 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
Q4 		– Sell
-32,674
Closed -$727K – 415
2018
Q3 		$727K Sell
32,674
-2,056
-6% -$44.6K 0.25% 99
2018
Q2 		$661K Sell
34,730
-254
-0.7% -$4.67K 0.24% 103
2018
Q1 		$567K Sell
34,984
-1,183
-3% -$22K 0.29% 80
2017
Q4 		$648K Sell
36,167
-1,992
-5% -$34.4K 0.32% 81
2017
Q3 		$697K Sell
38,159
-441
-1% -$8.56K 0.35% 74
2017
Q2 		$787K Buy
38,600
+34,340
+806% +$766K 0.35% 75
2017
Q1 		$104K Buy
4,260
+2,700
+173% +$67.4K 0.06% 148
2016
Q4 		$37K Buy
1,560
+900
+136% +$22.7K 0.02% 166
2016
Q3 		$18K Buy
+660
New +$19.2K 0.01% 203
2013
Q4 		– Sell
-660
Closed -$21K – 273
2013
Q3 		$21K Hold
660
– – 0.01% 178
2013
Q2 		$21K Buy
+660
New +$20.7K 0.01% 176

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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return