H
ETP

HoyleCohen’s Energy Transfer Partners, L.P. ETP Stock Holding History

HoyleCohen’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
-37,145
Closed -$827K – 176
2018
Q3 		$827K Sell
37,145
-2,325
-6% -$50.5K 0.16% 103
2018
Q2 		$752K Buy
+39,470
New +$725K 0.15% 103

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

HoyleCohen's ETP Position: Q4 2018 in Review

HoyleCohen sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 37,145 shares — an estimated $827K sold.

HoyleCohen first reported a position in ETP in Q2 2018 and held it in 2 quarters. The position peaked at $827K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • HoyleCohen reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • HoyleCohen sold 37,145 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $827K.
  • HoyleCohen first reported a position in Energy Transfer Partners, L.P. in Q2 2018 and held it in 2 quarters.
  • HoyleCohen's Energy Transfer Partners, L.P. position peaked at $827K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on HoyleCohen's 13F filing for Q4 2018, filed 14 Feb 2019.