IA
ETP

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

IFP 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
-31,622
Closed -$704K – 4095
2018
Q3 		$704K Sell
31,622
-54,401
-63% -$1.18M 0.03% 549
2018
Q2 		$1.64M Buy
86,023
+37,838
+79% +$695K 0.07% 295
2018
Q1 		$863K Hold
48,185
– – 0.04% 438
2017
Q4 		$863K Sell
48,185
-23,720
-33% -$409K 0.04% 439
2017
Q3 		$1.31M Sell
71,905
-30,776
-30% -$597K 0.05% 363
2017
Q2 		$2.09M Buy
102,681
+80,274
+358% +$1.79M 0.09% 257
2017
Q1 		$547K Buy
22,407
+6,389
+40% +$159K 0.02% 632
2016
Q4 		$385K Buy
16,018
+4,109
+35% +$104K 0.02% 739
2016
Q3 		$338K Buy
11,909
+350
+3% +$10.2K 0.02% 751
2016
Q2 		$332K Buy
+11,559
New +$319K 0.02% 736
2016
Q1 		– Sell
-10,616
Closed -$273K – 3911
2015
Q4 		$273K Buy
+10,616
New +$294K 0.02% 710

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 $949M AUM 24.98% 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 $153M AUM 34.88% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

IFP Advisors's ETP Position: Q4 2018 in Review

IFP Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 31,622 shares — an estimated $704K sold.

IFP Advisors first reported a position in ETP in Q4 2015 and held it in 11 quarters. The position peaked at $2.09M in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • IFP Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 31,622 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $704K.
  • IFP Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Energy Transfer Partners, L.P. position peaked at $2.09M in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.