IWM
ETP

IHT Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

IHT 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
Q3 		– Sell
-2,572
Closed -$21K – 1596
2017
Q2 		$21K Buy
2,572
+2,060
+402% +$73.8K 0.01% 777
2017
Q1 		$19K Buy
+512
New +$19K 0.01% 680

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

IHT Wealth Management's ETP Position: Q3 2017 in Review

IHT Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q3 2017, closing a stake of 2,572 shares — an estimated $21K sold.

IHT Wealth Management first reported a position in ETP in Q1 2017 and held it in 2 quarters. The position peaked at $21K in Q2 2017. 29 funds tracked by Wall St. Rank hold ETP as of Q3 2017.

  • IHT Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 2,572 Energy Transfer Partners L.p. shares in Q3 2017, an estimated $21K.
  • IHT Wealth Management first reported a position in Energy Transfer Partners L.p. in Q1 2017 and held it in 2 quarters.
  • IHT Wealth Management's Energy Transfer Partners L.p. position peaked at $21K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.