JPMPWA
ETP
J.P. Morgan Private Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-99,668
| Closed | -$3.64M | – | 1426 |
|
|
2017
Q1 | $3.64M | Buy |
+99,668
| New | +$3.64M | 0.03% | 353 |
|
|
2016
Q4 | – | Sell |
-45,946
| Closed | -$1.7M | – | 1350 |
|
|
2016
Q3 | $1.7M | Buy |
45,946
+3,150
| +7% | +$117K | 0.02% | 473 |
|
|
2016
Q2 | $1.63M | Sell |
42,796
-7,408
| -15% | -$282K | 0.02% | 490 |
|
|
2016
Q1 | $1.62M | Buy |
+50,204
| New | +$1.62M | 0.02% | 448 |
|
|
2015
Q4 | – | Sell |
-403,226
| Closed | -$16.6M | – | 1268 |
|
|
2015
Q3 | $16.6M | Buy |
+403,226
| New | +$16.6M | 0.21% | 121 |
|
|
2015
Q2 | – | Sell |
-92,794
| Closed | -$5.17M | – | 1206 |
|
|
2015
Q1 | $5.17M | Buy |
92,794
+27,896
| +43% | +$1.56M | 0.06% | 243 |
|
|
2014
Q4 | $4.22M | Sell |
64,898
-9,996
| -13% | -$650K | 0.05% | 261 |
|
|
2014
Q3 | $4.79M | Buy |
+74,894
| New | +$4.79M | 0.06% | 251 |
|