PMFA
ETP

Plante Moran Financial Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Plante Moran Financial 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
-11,101
Closed -$247K – 1007
2018
Q3 		$247K Buy
11,101
+145
+1% +$3.15K 0.08% 130
2018
Q2 		$209K Sell
10,956
-320
-3% -$5.88K 0.11% 156
2018
Q1 		$183K Hold
11,276
– – 0.1% 158
2017
Q4 		$202K Hold
11,276
– – 0.11% 138
2017
Q3 		$206K Hold
11,276
– – 0.12% 128
2017
Q2 		$230K Buy
+11,276
New +$251K 0.14% 114
2016
Q4 		– Sell
-500
Closed -$14K – 1072
2016
Q3 		$14K Buy
+500
New +$14.5K 0.01% 552

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

Plante Moran Financial Advisors's ETP Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 11,101 shares — an estimated $247K sold.

Plante Moran Financial Advisors first reported a position in ETP in Q3 2016 and held it in 7 quarters. The position peaked at $247K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 11,101 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $247K.
  • Plante Moran Financial Advisors first reported a position in Energy Transfer Partners, L.P. in Q3 2016 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Energy Transfer Partners, L.P. position peaked at $247K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.