IFAM
ETP

Institutional & Family Asset Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Institutional & Family Asset 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
Q4 		– Sell
-47,269
Closed -$1.05M – 917
2018
Q3 		$1.05M Buy
47,269
+1,800
+4% +$39.1K 0.21% 84
2018
Q2 		$866K Sell
45,469
-18,010
-28% -$331K 0.18% 89
2018
Q1 		$1.03M Sell
63,479
-65,286
-51% -$1.21M 0.22% 84
2017
Q4 		$2.31M Sell
128,765
-5,997
-4% -$104K 0.44% 68
2017
Q3 		$2.46M Buy
+134,762
New +$2.62M 0.5% 67

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 $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Institutional & Family Asset Management's ETP Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 47,269 shares — an estimated $1.05M sold.

Institutional & Family Asset Management first reported a position in ETP in Q3 2017 and held it in 5 quarters. The position peaked at $2.46M in Q3 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 47,269 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.05M.
  • Institutional & Family Asset Management first reported a position in Energy Transfer Partners, L.P. in Q3 2017 and held it in 5 quarters.
  • Institutional & Family Asset Management's Energy Transfer Partners, L.P. position peaked at $2.46M in Q3 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.