LPL Financial
ETP

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

LPL 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
-374,943
Closed -$8.35M – 3355
2018
Q3 		$8.35M Buy
374,943
+10,848
+3% +$236K 0.02% 558
2018
Q2 		$6.93M Buy
364,095
+6,045
+2% +$111K 0.02% 591
2018
Q1 		$5.81M Buy
358,050
+85,195
+31% +$1.58M 0.02% 640
2017
Q4 		$4.89M Buy
272,855
+34,279
+14% +$592K 0.01% 671
2017
Q3 		$4.36M Sell
238,576
-50,691
-18% -$984K 0.02% 649
2017
Q2 		$5.9M Buy
289,267
+249,598
+629% +$5.57M 0.02% 511
2017
Q1 		$964K Sell
39,669
-2,673
-6% -$66.7K 0.01% 1292
2016
Q4 		$1.02M Sell
42,342
-166
-0.4% -$4.2K 0.01% 1203
2016
Q3 		$1.17M Buy
42,508
+4,183
+11% +$122K 0.01% 1076
2016
Q2 		$1.07M Sell
38,325
-34,278
-47% -$945K 0.01% 1125
2016
Q1 		$1.68M Sell
72,603
-3,053
-4% -$69.2K ﹤0.01% 1318
2015
Q4 		$1.95M Buy
75,656
+33,693
+80% +$933K 0.01% 1192
2015
Q3 		$1.29M Buy
41,963
+4,522
+12% +$153K 0.01% 1085
2015
Q2 		$1.39M Sell
37,441
-4,638
-11% -$189K 0.01% 1128
2015
Q1 		$1.75M Sell
42,079
-219
-0.5% -$9.28K 0.01% 984
2014
Q4 		$1.77M Sell
42,298
-3,676
-8% -$169K 0.01% 962
2014
Q3 		$2.19M Buy
45,974
+4,911
+12% +$232K 0.01% 809
2014
Q2 		$1.93M Buy
41,063
+17,633
+75% +$803K 0.01% 903
2014
Q1 		$1.06M Sell
23,430
-3,478
-13% -$139K 0.01% 1226
2013
Q4 		$1.02M Sell
26,908
-14,536
-35% -$502K 0.01% 1240
2013
Q3 		$1.39M Buy
41,444
+12,210
+42% +$390K 0.01% 999
2013
Q2 		$935K Buy
+29,234
New +$915K 0.01% 1167

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

LPL Financial's ETP Position: Q4 2018 in Review

LPL Financial sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 374,943 shares — an estimated $8.35M sold.

LPL Financial first reported a position in ETP in Q2 2013 and held it in 22 quarters. The position peaked at $8.35M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • LPL Financial reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • LPL Financial sold 374,943 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $8.35M.
  • LPL Financial first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 22 quarters.
  • LPL Financial's Energy Transfer Partners, L.P. position peaked at $8.35M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.