Level Four Advisory Services’s Energy Transfer Partners, L.P. ETP Stock Holding History

Level Four Advisory Services’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	-30,935	Closed	-$689K	–	605
2018 Q3	$689K	Sell	30,935 -30,796	-50%	-$669K	0.07%	275
2018 Q2	$1.18M	Buy	61,731 +49,347	+398%	+$907K	0.09%	215
2018 Q1	$201K	Sell	12,384 -1,705	-12%	-$31.7K	0.02%	507
2017 Q4	$252K	Sell	14,089 -2,735	-16%	-$47.2K	0.02%	480
2017 Q3	$308K	Buy	16,824 +7,320	+77%	+$142K	0.03%	411
2017 Q2	$231K	Sell	9,504 -1,223	-11%	-$27.3K	0.04%	435
2017 Q1	$260K	Buy	10,727 +1,053	+11%	+$26.3K	0.03%	442
2016 Q4	$232K	Buy	+9,674	New	+$244K	0.03%	417

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Level Four Advisory Services's ETP Position: Q4 2018 in Review

Level Four Advisory Services sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 30,935 shares — an estimated $689K sold.

Level Four Advisory Services first reported a position in ETP in Q4 2016 and held it in 8 quarters. The position peaked at $1.18M in Q2 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Level Four Advisory Services reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Level Four Advisory Services sold 30,935 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $689K.
Level Four Advisory Services first reported a position in Energy Transfer Partners, L.P. in Q4 2016 and held it in 8 quarters.
Level Four Advisory Services's Energy Transfer Partners, L.P. position peaked at $1.18M in Q2 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Level Four Advisory Services's 13F filing for Q4 2018, filed 8 Feb 2019.