OIA
ETP

Optimum Investment Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Optimum Investment 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
-6,588
Closed -$147K – 1081
2018
Q3 		$147K Sell
6,588
-163
-2% -$3.54K 0.04% 341
2018
Q2 		$129K Buy
6,751
+1,000
+17% +$18.4K 0.04% 363
2018
Q1 		$93K Buy
+5,751
New +$107K 0.03% 418

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
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

Optimum Investment Advisors's ETP Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 6,588 shares — an estimated $147K sold.

Optimum Investment Advisors first reported a position in ETP in Q1 2018 and held it in 3 quarters. The position peaked at $147K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 6,588 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $147K.
  • Optimum Investment Advisors first reported a position in Energy Transfer Partners, L.P. in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Energy Transfer Partners, L.P. position peaked at $147K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.