Patriot Financial Group Insurance Agency’s Energy Transfer Partners, L.P. ETP Stock Holding History

Patriot Financial Group Insurance Agency’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	-5,554	Closed	-$124K	–	1179
2018 Q3	$124K	Sell	5,554 -377	-6%	-$8.19K	0.07%	179
2018 Q2	$113K	Sell	5,931 -1,237	-17%	-$22.7K	0.12%	106
2018 Q1	$116K	Buy	7,168 +1,243	+21%	+$23.1K	0.09%	191
2017 Q4	$113K	Sell	5,925 -5,133	-46%	-$88.6K	0.08%	192
2017 Q3	$203K	Buy	11,058 +3,010	+37%	+$58.4K	0.18%	107
2017 Q2	$161K	Buy	8,048 +917	+13%	+$20.4K	0.17%	117
2017 Q1	$173K	Sell	7,131 -400	-5%	-$9.98K	0.18%	98
2016 Q4	$180K	Buy	+7,531	New	+$190K	0.25%	90

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 $108B AUM 26.14% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ETP Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 5,554 shares — an estimated $124K sold.

Patriot Financial Group Insurance Agency first reported a position in ETP in Q4 2016 and held it in 8 quarters. The position peaked at $203K in Q3 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,554 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $124K.
Patriot Financial Group Insurance Agency first reported a position in Energy Transfer Partners, L.P. in Q4 2016 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Energy Transfer Partners, L.P. position peaked at $203K in Q3 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.