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
2018
Q2 		– Sell
-1,905
Closed -$31K – 1611
2018
Q1 		$31K Sell
1,905
-225
-11% -$4.18K 0.01% 838
2017
Q4 		$41K Buy
2,130
+157
+8% +$2.71K 0.01% 758
2017
Q3 		$36K Buy
+1,973
New +$38.3K 0.02% 614
2017
Q2 		– Sell
-550
Closed -$13K – 1495
2017
Q1 		$13K Buy
+550
New +$13.7K 0.01% 771

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

IHT Wealth Management's ETP Position: Q2 2018 in Review

IHT Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q2 2018, closing a stake of 1,905 shares — an estimated $31K sold.

IHT Wealth Management first reported a position in ETP in Q1 2017 and held it in 4 quarters. The position peaked at $41K in Q4 2017. 517 funds tracked by Wall St. Rank hold ETP as of Q2 2018.

  • IHT Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,905 Energy Transfer Partners, L.P. shares in Q2 2018, an estimated $31K.
  • IHT Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q1 2017 and held it in 4 quarters.
  • IHT Wealth Management's Energy Transfer Partners, L.P. position peaked at $41K in Q4 2017.
  • 517 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.