JP Morgan Private Wealth Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

JP Morgan Private Wealth Advisors’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	-1,396,173	Closed	-$31.1M	–	1658
2018 Q3	$31.1M	Buy	1,396,173 +580,792	+71%	+$12.6M	0.15%	154
2018 Q2	$15.5M	Buy	+815,381	New	+$15M	0.09%	215
2018 Q1	–	Sell	-27,428	Closed	-$492K	–	1420
2017 Q4	$492K	Sell	27,428 -6,738	-20%	-$116K	﹤0.01%	874
2017 Q3	$625K	Sell	34,166 -2,225	-6%	-$43.2K	﹤0.01%	775
2017 Q2	$742K	Buy	+36,391	New	+$812K	0.01%	699
2016 Q4	–	Sell	-92,940	Closed	-$2.64M	–	1327
2016 Q3	$2.64M	Sell	92,940 -3,440	-4%	-$100K	0.02%	381
2016 Q2	$2.77M	Buy	+96,380	New	+$2.66M	0.03%	369

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's ETP Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,396,173 shares — an estimated $31.1M sold.

JP Morgan Private Wealth Advisors first reported a position in ETP in Q2 2016 and held it in 7 quarters. The position peaked at $31.1M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,396,173 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $31.1M.
JP Morgan Private Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2016 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $31.1M in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.