PCA
ETP

Private Capital Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Private Capital 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
-23,790
Closed -$530K – 99
2018
Q3 		$530K Buy
23,790
+1,550
+7% +$33.7K 0.15% 73
2018
Q2 		$423K Sell
22,240
-3,300
-13% -$60.6K 0.13% 75
2018
Q1 		$414K Buy
25,540
+1,015
+4% +$18.9K 0.14% 77
2017
Q4 		$439K Sell
24,525
-199,575
-89% -$3.45M 0.15% 79
2017
Q3 		$4.1M Sell
224,100
-17,400
-7% -$338K 1.4% 27
2017
Q2 		$4.92M Sell
241,500
-10,700
-4% -$239K 1.59% 21
2017
Q1 		$6.16M Buy
+252,200
New +$6.29M 2.01% 16

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