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 $183M AUM 1.21% 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

Morris Capital Advisors's ETP Position: Q4 2018 in Review

Morris Capital Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 16,296 shares — an estimated $363K sold.

Morris Capital Advisors first reported a position in ETP in Q3 2016 and held it in 9 quarters. The position peaked at $439K in Q3 2016. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Morris Capital Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Morris Capital Advisors sold 16,296 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $363K.
  • Morris Capital Advisors first reported a position in Energy Transfer Partners, L.P. in Q3 2016 and held it in 9 quarters.
  • Morris Capital Advisors's Energy Transfer Partners, L.P. position peaked at $439K in Q3 2016.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Morris Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.