LF
ETP

Lee Financial’s Energy Transfer Partners, L.P. ETP Stock Holding History

Lee Financial’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
-6,462
Closed -$144K – 501
2018
Q3 		$144K Sell
6,462
-12,244
-65% -$266K 0.04% 145
2018
Q2 		$356K Sell
18,706
-6,050
-24% -$111K 0.08% 104
2018
Q1 		$402K Buy
24,756
+16,944
+217% +$315K 0.1% 98
2017
Q4 		$140K Sell
7,812
-10,400
-57% -$180K 0.04% 131
2017
Q3 		$333K Hold
18,212
– – 0.11% 89
2017
Q2 		$371K Buy
+18,212
New +$406K 0.14% 88

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

Lee Financial's ETP Position: Q4 2018 in Review

Lee Financial sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 6,462 shares — an estimated $144K sold.

Lee Financial first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $402K in Q1 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Lee Financial reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Lee Financial sold 6,462 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $144K.
  • Lee Financial first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Lee Financial's Energy Transfer Partners, L.P. position peaked at $402K in Q1 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.