KLWA
ETP

Kelly Lawrence W & Associates’s Energy Transfer Partners, L.P. ETP Stock Holding History

Kelly Lawrence W & Associates’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
-5,700
Closed -$127K – 140
2018
Q3 		$127K Hold
5,700
– – 0.02% 100
2018
Q2 		$108K Hold
5,700
– – 0.02% 101
2018
Q1 		$92K Sell
5,700
-488
-8% -$9.07K 0.02% 104
2017
Q4 		$111K Sell
6,188
-7,800
-56% -$135K 0.02% 102
2017
Q3 		$256K Buy
13,988
+1,950
+16% +$37.9K 0.05% 81
2017
Q2 		$245K Buy
+12,038
New +$268K 0.05% 82

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 $174M AUM 15.45% 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

Kelly Lawrence W & Associates's ETP Position: Q4 2018 in Review

Kelly Lawrence W & Associates sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 5,700 shares — an estimated $127K sold.

Kelly Lawrence W & Associates first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $256K in Q3 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Kelly Lawrence W & Associates reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 5,700 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $127K.
  • Kelly Lawrence W & Associates first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Kelly Lawrence W & Associates's Energy Transfer Partners, L.P. position peaked at $256K in Q3 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.