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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return