PMFA
ETP
Plante Moran Financial Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,101
| Closed | -$247K | – | 1005 |
|
|
2018
Q3 | $247K | Buy |
11,101
+145
| +1% | +$3.23K | 0.08% | 129 |
|
|
2018
Q2 | $209K | Sell |
10,956
-320
| -3% | -$6.1K | 0.11% | 154 |
|
|
2018
Q1 | $183K | Hold |
11,276
| – | – | 0.1% | 156 |
|
|
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 | +$230K | 0.14% | 114 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$14K | – | 1071 |
|
|
2016
Q3 | $14K | Buy |
+500
| New | +$14K | 0.01% | 551 |
|