MYCIO Wealth Partners’s Energy Transfer Partners, L.P. ETP Stock Holding History

MYCIO Wealth Partners’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	-15,838	Closed	-$353K	–	315
2018 Q3	$353K	Sell	15,838 -702	-4%	-$15.2K	0.03%	192
2018 Q2	$315K	Buy	16,540 +964	+6%	+$17.7K	0.03%	207
2018 Q1	$253K	Sell	15,576 -614	-4%	-$11.4K	0.03%	211
2017 Q4	$290K	Buy	16,190 +831	+5%	+$14.3K	0.03%	196
2017 Q3	$281K	Buy	15,359 +111	+0.7%	+$2.15K	0.03%	198
2017 Q2	$311K	Buy	15,248 +760	+5%	+$16.9K	0.04%	173
2017 Q1	$354K	Buy	14,488 +632	+5%	+$15.8K	0.04%	158
2016 Q4	$333K	Hold	13,856	–	–	0.04%	152
2016 Q3	$394K	Hold	13,856	–	–	0.07%	113
2016 Q2	$398K	Hold	13,856	–	–	0.07%	109
2016 Q1	$347K	Hold	13,856	–	–	0.06%	117
2015 Q4	$356K	Hold	13,856	–	–	0.06%	107
2015 Q3	$397K	Hold	13,856	–	–	0.08%	93
2015 Q2	$527K	Hold	13,856	–	–	0.1%	80
2015 Q1	$573K	Hold	13,856	–	–	0.12%	72
2014 Q4	$579K	Hold	13,856	–	–	0.12%	71
2014 Q3	$669K	Hold	13,856	–	–	0.16%	62
2014 Q2	$653K	Hold	13,856	–	–	0.15%	64
2014 Q1	$630K	Hold	13,856	–	–	0.15%	67
2013 Q4	$523K	Hold	13,856	–	–	0.13%	79
2013 Q3	$460K	Hold	13,856	–	–	0.13%	76
2013 Q2	$443K	Buy	+13,856	New	+$434K	0.12%	79

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

MYCIO Wealth Partners's ETP Position: Q4 2018 in Review

MYCIO Wealth Partners sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 15,838 shares — an estimated $353K sold.

MYCIO Wealth Partners first reported a position in ETP in Q2 2013 and held it in 22 quarters. The position peaked at $669K in Q3 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

MYCIO Wealth Partners reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
MYCIO Wealth Partners sold 15,838 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $353K.
MYCIO Wealth Partners first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 22 quarters.
MYCIO Wealth Partners's Energy Transfer Partners, L.P. position peaked at $669K in Q3 2014.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on MYCIO Wealth Partners's 13F filing for Q4 2018, filed 22 Jan 2019.