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

Northwest Wealth 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	-7,608	Closed	-$169K	–	561
2018 Q3	$169K	Hold	7,608	–	–	0.13%	119
2018 Q2	$145K	Sell	7,608 -3,220	-30%	-$59.2K	0.11%	125
2018 Q1	$176K	Buy	+10,828	New	+$201K	0.13%	113
2017 Q3	–	Sell	-11,918	Closed	-$243K	–	96
2017 Q2	$243K	Buy	+11,918	New	+$266K	0.22%	87

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

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

Northwest Wealth Management's ETP Position: Q4 2018 in Review

Northwest Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 7,608 shares — an estimated $169K sold.

Northwest Wealth Management first reported a position in ETP in Q2 2017 and held it in 4 quarters. The position peaked at $243K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Northwest Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Northwest Wealth Management sold 7,608 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $169K.
Northwest Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 4 quarters.
Northwest Wealth Management's Energy Transfer Partners, L.P. position peaked at $243K in Q2 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Northwest Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.