PWM
ETP

Perigon Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Perigon Wealth Management’s Portfolio ETP Stock Details ETP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,520
Closed -$229K – 237
2014
Q4 		$229K Buy
3,520
+13
+0.4% +$846 0.07% 190
2014
Q3 		$224K Buy
+3,507
New +$224K 0.07% 186