JMPWA
ETP

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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 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