MWAC
ETP
Mariner Wealth Advisors (Cincinnati)’s Energy Transfer Partners, L.P. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.13M | Sell |
50,763
-8,021
| -14% | -$179K | 0.06% | 134 |
|
|
2018
Q2 | $1.12M | Sell |
58,784
-11,780
| -17% | -$224K | 0.07% | 125 |
|
|
2018
Q1 | $1.15M | Sell |
70,564
-21,750
| -24% | -$353K | 0.07% | 123 |
|
|
2017
Q4 | $1.65M | Sell |
92,314
-14,524
| -14% | -$260K | 0.1% | 100 |
|
|
2017
Q3 | $1.95M | Sell |
106,838
-35,031
| -25% | -$641K | 0.13% | 97 |
|
|
2017
Q2 | $2.89M | Buy |
+141,869
| New | +$2.89M | 0.2% | 81 |
|
|
2017
Q1 | – | Sell |
-18,570
| Closed | -$446K | – | 259 |
|
|
2016
Q4 | $446K | Hold |
18,570
| – | – | 0.03% | 171 |
|
|
2016
Q3 | $528K | Sell |
18,570
-1,300
| -7% | -$37K | 0.05% | 156 |
|
|
2016
Q2 | $571K | Buy |
19,870
+5,220
| +36% | +$150K | 0.05% | 152 |
|
|
2016
Q1 | $367K | Buy |
+14,650
| New | +$367K | 0.04% | 178 |
|