MSAM
ETP

Moloney Securities Asset Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Moloney Securities Asset Management’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
-14,371
Closed -$320K – 324
2018
Q3 		$320K Buy
14,371
+37
+0.3% +$803 0.11% 199
2018
Q2 		$273K Buy
14,334
+142
+1% +$2.61K 0.1% 221
2018
Q1 		$230K Buy
14,192
+1,062
+8% +$19.7K 0.09% 252
2017
Q4 		$235K Sell
13,130
-5,093
-28% -$87.9K 0.1% 219
2017
Q3 		$333K Buy
+18,223
New +$354K 0.15% 175

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

Moloney Securities Asset Management's ETP Position: Q4 2018 in Review

Moloney Securities Asset Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 14,371 shares — an estimated $320K sold.

Moloney Securities Asset Management first reported a position in ETP in Q3 2017 and held it in 5 quarters. The position peaked at $333K in Q3 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Moloney Securities Asset Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Moloney Securities Asset Management sold 14,371 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $320K.
  • Moloney Securities Asset Management first reported a position in Energy Transfer Partners, L.P. in Q3 2017 and held it in 5 quarters.
  • Moloney Securities Asset Management's Energy Transfer Partners, L.P. position peaked at $333K in Q3 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Moloney Securities Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.