HTC
ETP

Haverford Trust Company’s Energy Transfer Partners, L.P. ETP Stock Holding History

Haverford Trust Company’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
-82,288
Closed -$1.83M – 308
2018
Q3 		$1.83M Buy
82,288
+28,600
+53% +$621K 0.03% 130
2018
Q2 		$1.02M Hold
53,688
– – 0.02% 153
2018
Q1 		$871K Sell
53,688
-4,800
-8% -$89.2K 0.02% 168
2017
Q4 		$1.05M Buy
58,488
+4,519
+8% +$78K 0.02% 148
2017
Q3 		$987K Buy
53,969
+38,607
+251% +$749K 0.02% 139
2017
Q2 		$313K Buy
+15,362
New +$343K 0.01% 204

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 $174M AUM 15.45% 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

Haverford Trust Company's ETP Position: Q4 2018 in Review

Haverford Trust Company sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 82,288 shares — an estimated $1.83M sold.

Haverford Trust Company first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $1.83M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Haverford Trust Company reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Haverford Trust Company sold 82,288 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.83M.
  • Haverford Trust Company first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Haverford Trust Company's Energy Transfer Partners, L.P. position peaked at $1.83M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Haverford Trust Company's 13F filing for Q4 2018, filed 12 Feb 2019.