IWA
ETP

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

IBEX 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
Q2 		– Sell
-48,517
Closed -$687K – 87
2018
Q1 		$687K Buy
+48,517
New +$901K 0.28% 79

Other funds holding ETP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

IBEX Wealth Advisors's ETP Position: Q2 2018 in Review

IBEX Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q2 2018, closing a stake of 48,517 shares — an estimated $687K sold.

IBEX Wealth Advisors first reported a position in ETP in Q1 2018 and held it in 1 quarter. The position peaked at $687K in Q1 2018. 517 funds tracked by Wall St. Rank hold ETP as of Q2 2018.

  • IBEX Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • IBEX Wealth Advisors sold 48,517 Energy Transfer Partners, L.P. shares in Q2 2018, an estimated $687K.
  • IBEX Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q1 2018 and held it in 1 quarter.
  • IBEX Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $687K in Q1 2018.
  • 517 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2018.

Based on IBEX Wealth Advisors's 13F filing for Q2 2018, filed 24 Sep 2018.