MSFP
ETP

Mark Sheptoff Financial Planning’s Energy Transfer Partners, L.P. ETP Stock Holding History

Mark Sheptoff Financial Planning’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
-10,256
Closed -$201K – 383
2018
Q3 		$201K Buy
10,256
+25
+0.2% +$543 0.14% 99
2018
Q2 		$195K Buy
10,231
+9,416
+1,155% +$173K 0.14% 95
2018
Q1 		$13K Buy
815
+315
+63% +$5.85K 0.01% 266
2017
Q4 		$9K Buy
+500
New +$8.63K 0.01% 292
2015
Q2 		– Sell
-202
Closed -$8K – 412
2015
Q1 		$8K Buy
+202
New +$8.56K 0.01% 277

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

Mark Sheptoff Financial Planning's ETP Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 10,256 shares — an estimated $201K sold.

Mark Sheptoff Financial Planning first reported a position in ETP in Q1 2015 and held it in 5 quarters. The position peaked at $201K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 10,256 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $201K.
  • Mark Sheptoff Financial Planning first reported a position in Energy Transfer Partners, L.P. in Q1 2015 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Energy Transfer Partners, L.P. position peaked at $201K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.