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

Obermeyer 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	-9,991	Closed	-$222K	–	123
2018 Q3	$222K	Buy	+9,991	New	+$217K	0.02%	114
2018 Q2	–	Sell	-10,654	Closed	-$173K	–	123
2018 Q1	$173K	Hold	10,654	–	–	0.02%	110
2017 Q4	$191K	Hold	10,654	–	–	0.02%	119
2017 Q3	$195K	Hold	10,654	–	–	0.02%	115
2017 Q2	$217K	Buy	+10,654	New	+$238K	0.02%	117

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

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

Obermeyer Wealth Partners sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 9,991 shares — an estimated $222K sold.

Obermeyer Wealth Partners first reported a position in ETP in Q2 2017 and held it in 5 quarters. The position peaked at $222K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Obermeyer Wealth Partners reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Obermeyer Wealth Partners sold 9,991 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $222K.
Obermeyer Wealth Partners first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 5 quarters.
Obermeyer Wealth Partners's Energy Transfer Partners, L.P. position peaked at $222K in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2018, filed 12 Feb 2019.