MCA
ETP

Morris Capital Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Morris Capital Advisors’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
-16,296
Closed -$363K – 76
2018
Q3 		$363K Hold
16,296
– – 0.24% 54
2018
Q2 		$310K Hold
16,296
– – 0.22% 56
2018
Q1 		$264K Hold
16,296
– – 0.17% 61
2017
Q4 		$292K Buy
16,296
+859
+6% +$14.8K 0.19% 63
2017
Q3 		$282K Hold
15,437
– – 0.19% 64
2017
Q2 		$315K Hold
15,437
– – 0.22% 62
2017
Q1 		$377K Hold
15,437
– – 0.27% 60
2016
Q4 		$371K Hold
15,437
– – 0.26% 56
2016
Q3 		$439K Buy
+15,437
New +$449K 0.27% 46

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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return