LWAC
ETP

Laurel Wealth Advisors (California)’s Energy Transfer Partners, L.P. ETP Stock Holding History

Laurel Wealth Advisors (California)’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
-11,214
Closed -$249K – 447
2018
Q3 		$249K Sell
11,214
-378
-3% -$8.21K 0.06% 329
2018
Q2 		$220K Buy
11,592
+309
+3% +$5.68K 0.06% 347
2018
Q1 		$183K Buy
+11,283
New +$210K 0.06% 333
2017
Q4 		– Sell
-10,411
Closed -$190K – 386
2017
Q3 		$190K Sell
10,411
-503
-5% -$9.77K 0.06% 295
2017
Q2 		$222K Buy
+10,914
New +$243K 0.08% 261

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

Laurel Wealth Advisors (California)'s ETP Position: Q4 2018 in Review

Laurel Wealth Advisors (California) sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 11,214 shares — an estimated $249K sold.

Laurel Wealth Advisors (California) first reported a position in ETP in Q2 2017 and held it in 5 quarters. The position peaked at $249K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Laurel Wealth Advisors (California) reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 11,214 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $249K.
  • Laurel Wealth Advisors (California) first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 5 quarters.
  • Laurel Wealth Advisors (California)'s Energy Transfer Partners, L.P. position peaked at $249K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2018, filed 13 Feb 2019.