LA
ETP

Legacy Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Legacy 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
-500
Closed -$11K – 453
2018
Q3 		$11K Sell
500
-1,375
-73% -$29.9K 0.01% 343
2018
Q2 		$36K Buy
1,875
+375
+25% +$6.89K 0.03% 211
2018
Q1 		$26K Sell
1,500
-10,500
-88% -$195K 0.02% 199
2017
Q4 		$215K Buy
12,000
+2,500
+26% +$43.2K 0.21% 53
2017
Q3 		$173K Sell
9,500
-8,250
-46% -$160K 0.19% 55
2017
Q2 		$361K Buy
+17,750
New +$396K 0.46% 32

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 $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

Legacy Advisors's ETP Position: Q4 2018 in Review

Legacy Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 500 shares — an estimated $11K sold.

Legacy Advisors first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $361K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Legacy Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 500 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $11K.
  • Legacy Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Legacy Advisors's Energy Transfer Partners, L.P. position peaked at $361K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.