Plante Moran Financial Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,119
| Closed | -$296K | – | 944 |
|
|
2017
Q1 | $296K | Sell |
8,119
-82
| -1% | -$2.99K | 0.18% | 98 |
|
|
2016
Q4 | $294K | Buy |
8,201
+1,701
| +26% | +$61K | 0.18% | 94 |
|
|
2016
Q3 | $240K | Buy |
6,500
+413
| +7% | +$15.2K | 0.16% | 102 |
|
|
2016
Q2 | $232K | Hold |
6,087
| – | – | 0.17% | 104 |
|
|
2016
Q1 | $197K | Sell |
6,087
-1,545
| -20% | -$50K | 0.15% | 111 |
|
|
2015
Q4 | $257K | Buy |
7,632
+388
| +5% | +$13.1K | 0.19% | 89 |
|
|
2015
Q3 | $298K | Buy |
7,244
+1,040
| +17% | +$42.8K | 0.23% | 80 |
|
|
2015
Q2 | $324K | Sell |
6,204
-1,813
| -23% | -$94.7K | 0.23% | 81 |
|
|
2015
Q1 | $447K | Buy |
8,017
+1,600
| +25% | +$89.2K | 0.31% | 70 |
|
|
2014
Q4 | $417K | Hold |
6,417
| – | – | 0.31% | 65 |
|
|
2014
Q3 | $411K | Sell |
6,417
-950
| -13% | -$60.8K | 0.36% | 59 |
|
|
2014
Q2 | $427K | Buy |
7,367
+700
| +10% | +$40.6K | 0.38% | 57 |
|
|
2014
Q1 | $359K | Hold |
6,667
| – | – | 0.39% | 52 |
|
|
2013
Q4 | $382K | Hold |
6,667
| – | – | 0.21% | 59 |
|
|
2013
Q3 | $347K | Hold |
6,667
| – | – | 0.21% | 53 |
|
|
2013
Q2 | $337K | Buy |
+6,667
| New | +$337K | 0.25% | 48 |
|