HWA
ETP

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

Heritage 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
-3,300
Closed -$73K – 427
2018
Q3 		$73K Sell
3,300
-83,190
-96% -$1.81M 0.01% 172
2018
Q2 		$1.65M Hold
86,490
– – 0.62% 33
2018
Q1 		$1.4M Buy
86,490
+12,094
+16% +$225K 0.58% 37
2017
Q4 		$1.34M Sell
74,396
-1,644
-2% -$28.4K 0.57% 37
2017
Q3 		$1.39M Buy
76,040
+1,267
+2% +$24.6K 0.7% 32
2017
Q2 		$1.52M Buy
74,773
+31,266
+72% +$697K 0.79% 30
2017
Q1 		$1.06M Buy
+43,507
New +$1.09M 0.57% 38
2015
Q3 		– Sell
-33,324
Closed -$1.27M – 86
2015
Q2 		$1.27M Buy
33,324
+1,027
+3% +$41.9K 1.05% 16
2015
Q1 		$1.33M Buy
32,297
+9,807
+44% +$415K 1.1% 15
2014
Q4 		$937K Buy
22,490
+956
+4% +$44K 0.84% 22
2014
Q3 		$1.04M Buy
21,534
+476
+2% +$22.5K 1.08% 16
2014
Q2 		$993K Buy
21,058
+88
+0.4% +$4.01K 1.06% 17
2014
Q1 		$953K Sell
20,970
-2,744
-12% -$110K 1.1% 15
2013
Q4 		$894K Buy
+23,714
New +$818K 1.13% 14

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

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

Heritage Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 3,300 shares — an estimated $73K sold.

Heritage Wealth Advisors first reported a position in ETP in Q4 2013 and held it in 14 quarters. The position peaked at $1.65M in Q2 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Heritage Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 3,300 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $73K.
  • Heritage Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2013 and held it in 14 quarters.
  • Heritage Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $1.65M in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.