Independent Advisor Alliance
ETP

Independent Advisor Alliance’s Energy Transfer Partners, L.P. ETP Stock Holding History

Independent Advisor Alliance’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
-41,364
Closed -$955K – 487
2018
Q3 		$955K Sell
41,364
-75
-0.2% -$1.63K 0.17% 133
2018
Q2 		$789K Buy
41,439
+594
+1% +$10.9K 0.16% 145
2018
Q1 		$660K Buy
40,845
+5,378
+15% +$99.9K 0.15% 163
2017
Q4 		$681K Buy
+35,467
New +$612K 0.15% 151

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 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

Independent Advisor Alliance's ETP Position: Q4 2018 in Review

Independent Advisor Alliance sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 41,364 shares — an estimated $955K sold.

Independent Advisor Alliance first reported a position in ETP in Q4 2017 and held it in 4 quarters. The position peaked at $955K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Independent Advisor Alliance reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 41,364 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $955K.
  • Independent Advisor Alliance first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 4 quarters.
  • Independent Advisor Alliance's Energy Transfer Partners, L.P. position peaked at $955K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.