McAdam LLC’s Energy Transfer Partners, L.P. ETP Stock Holding History

McAdam LLC’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	-840	Closed	-$19K	–	731
2018 Q3	$19K	Hold	840	–	–	0.01%	273
2018 Q2	$16K	Hold	840	–	–	0.01%	280
2018 Q1	$14K	Buy	+840	New	+$15.6K	0.01%	297

Other funds holding ETP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

McAdam LLC's ETP Position: Q4 2018 in Review

McAdam LLC sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 840 shares — an estimated $19K sold.

McAdam LLC first reported a position in ETP in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

McAdam LLC reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 840 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $19K.
McAdam LLC first reported a position in Energy Transfer Partners, L.P. in Q1 2018 and held it in 3 quarters.
McAdam LLC's Energy Transfer Partners, L.P. position peaked at $19K in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.