Mariner Wealth Advisors (Cincinnati)’s Energy Transfer Partners L.p. ETP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-86,680
| Closed | -$3.17M | – | 260 |
|
|
2017
Q1 | $3.17M | Sell |
86,680
-2,090
| -2% | -$76.3K | 0.23% | 82 |
|
|
2016
Q4 | $3.18M | Sell |
88,770
-5,650
| -6% | -$202K | 0.25% | 80 |
|
|
2016
Q3 | $3.49M | Sell |
94,420
-3,500
| -4% | -$130K | 0.3% | 75 |
|
|
2016
Q2 | $3.73M | Sell |
97,920
-1,025
| -1% | -$39K | 0.33% | 70 |
|
|
2016
Q1 | $3.2M | Sell |
98,945
-1,900
| -2% | -$61.4K | 0.31% | 68 |
|
|
2015
Q4 | $3.4M | Buy |
+100,845
| New | +$3.4M | 0.33% | 64 |
|