KPCM
ETP

Kings Point Capital Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Kings Point Capital 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
-14,478
Closed -$322K – 385
2018
Q3 		$322K Hold
14,478
– – 0.06% 131
2018
Q2 		$276K Buy
14,478
+1,779
+14% +$32.7K 0.05% 133
2018
Q1 		$206K Buy
12,699
+750
+6% +$13.9K 0.04% 140
2017
Q4 		$214K Buy
11,949
+807
+7% +$13.9K 0.05% 140
2017
Q3 		$204K Buy
11,142
+2,500
+29% +$48.5K 0.05% 140
2017
Q2 		$176K Buy
8,642
+2,487
+40% +$55.5K 0.04% 147
2017
Q1 		$150K Sell
6,155
-1,500
-20% -$37.4K 0.04% 150
2016
Q4 		$184K Hold
7,655
– – 0.05% 134
2016
Q3 		$217K Buy
7,655
+885
+13% +$25.7K 0.06% 114
2016
Q2 		$195K Buy
6,770
+4,300
+174% +$119K 0.05% 117
2016
Q1 		$62K Hold
2,470
– – 0.02% 171
2015
Q4 		$63K Hold
2,470
– – 0.02% 182
2015
Q3 		$71K Hold
2,470
– – 0.02% 186
2015
Q2 		$94K Hold
2,470
– – 0.02% 171
2015
Q1 		$102K Hold
2,470
– – 0.03% 167
2014
Q4 		$103K Hold
2,470
– – 0.03% 152
2014
Q3 		$119K Hold
2,470
– – 0.04% 131
2014
Q2 		$116K Hold
2,470
– – 0.03% 131
2014
Q1 		$112K Hold
2,470
– – 0.04% 122
2013
Q4 		$93K Hold
2,470
– – 0.03% 131
2013
Q3 		$82K Hold
2,470
– – 0.03% 140
2013
Q2 		$79K Buy
+2,470
New +$77.3K 0.03% 153

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 $953M AUM 24.79% 1-Year Est. Return
SEI Investments
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

Kings Point Capital Management's ETP Position: Q4 2018 in Review

Kings Point Capital Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 14,478 shares — an estimated $322K sold.

Kings Point Capital Management first reported a position in ETP in Q2 2013 and held it in 22 quarters. The position peaked at $322K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Kings Point Capital Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 14,478 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $322K.
  • Kings Point Capital Management first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 22 quarters.
  • Kings Point Capital Management's Energy Transfer Partners, L.P. position peaked at $322K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.