Northwestern Mutual Wealth Management
ETP

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

Northwestern Mutual 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
-51,697
Closed -$1.15M – 2784
2018
Q3 		$1.15M Sell
51,697
-549
-1% -$11.9K 0.01% 401
2018
Q2 		$995K Buy
52,246
+1,290
+3% +$23.7K 0.01% 414
2018
Q1 		$827K Buy
50,956
+12,318
+32% +$229K 0.01% 430
2017
Q4 		$693K Buy
38,638
+2,382
+7% +$41.1K ﹤0.01% 444
2017
Q3 		$663K Buy
36,256
+1,316
+4% +$25.5K ﹤0.01% 429
2017
Q2 		$712K Buy
34,940
+23,629
+209% +$527K 0.01% 412
2017
Q1 		$276K Buy
11,311
+468
+4% +$11.7K ﹤0.01% 579
2016
Q4 		$260K Buy
+10,843
New +$274K ﹤0.01% 588
2016
Q3 		– Sell
-11,622
Closed -$334K – 1843
2016
Q2 		$334K Buy
11,622
+10,000
+617% +$276K ﹤0.01% 485
2016
Q1 		$41K Hold
1,622
– – ﹤0.01% 965
2015
Q4 		$42K Buy
1,622
+134
+9% +$3.71K ﹤0.01% 827
2015
Q3 		$43K Hold
1,488
– – ﹤0.01% 739
2015
Q2 		$57K Buy
+1,488
New +$60.8K ﹤0.01% 655
2014
Q1 		– Sell
-6,114
Closed -$231K – 1533
2013
Q4 		$231K Sell
6,114
-1,886
-24% -$65.1K 0.01% 363
2013
Q3 		$266K Sell
8,000
-2,176
-21% -$69.5K 0.01% 313
2013
Q2 		$325K Buy
+10,176
New +$319K 0.02% 289

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