HBWM
ETP

Hollow Brook Wealth Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Hollow Brook Wealth 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
2017
Q4 		– Sell
-229,256
Closed -$4.19M – 54
2017
Q3 		$4.19M Sell
229,256
-12,212
-5% -$237K 3.07% 12
2017
Q2 		$4.92M Buy
241,468
+210,520
+680% +$4.69M 3.38% 10
2017
Q1 		$756K Sell
30,948
-3,175
-9% -$79.2K 0.59% 27
2016
Q4 		$820K Sell
34,123
-147
-0.4% -$3.71K 0.51% 31
2016
Q3 		$974K Buy
34,270
+9,391
+38% +$273K 0.58% 32
2016
Q2 		$715K Sell
24,879
-13,295
-35% -$366K 0.49% 27
2016
Q1 		$957K Buy
38,174
+30,033
+369% +$681K 0.57% 25
2015
Q4 		$209K Buy
+8,141
New +$225K 0.1% 50

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AA
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O
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UBS Group
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TCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return