Pacific Center for Financial Services’s Energy Transfer Partners, L.P. ETP Stock Holding History

Pacific Center for Financial Services’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	-1,500	Closed	-$33K	–	354
2018 Q3	$33K	Hold	1,500	–	–	0.02%	138
2018 Q2	$29K	Hold	1,500	–	–	0.02%	134
2018 Q1	$24K	Hold	1,500	–	–	0.01%	142
2017 Q4	$27K	Hold	1,500	–	–	0.02%	135
2017 Q3	$27K	Hold	1,500	–	–	0.02%	132
2017 Q2	$31K	Hold	1,500	–	–	0.02%	117
2017 Q1	$37K	Hold	1,500	–	–	0.03%	106
2016 Q4	$36K	Buy	+1,500	New	+$37.9K	0.03%	111

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

Pacific Center for Financial Services's ETP Position: Q4 2018 in Review

Pacific Center for Financial Services sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,500 shares — an estimated $33K sold.

Pacific Center for Financial Services first reported a position in ETP in Q4 2016 and held it in 8 quarters. The position peaked at $37K in Q1 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Pacific Center for Financial Services reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Pacific Center for Financial Services sold 1,500 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $33K.
Pacific Center for Financial Services first reported a position in Energy Transfer Partners, L.P. in Q4 2016 and held it in 8 quarters.
Pacific Center for Financial Services's Energy Transfer Partners, L.P. position peaked at $37K in Q1 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Pacific Center for Financial Services's 13F filing for Q4 2018, filed 19 Feb 2019.