PFS
ETP

Prospera Financial Services’s Energy Transfer Partners, L.P. ETP Stock Holding History

Prospera Financial Services’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
-27,226
Closed -$530K – 461
2018
Q3 		$530K Buy
27,226
+6,737
+33% +$146K 0.1% 206
2018
Q2 		$390K Sell
20,489
-4,903
-19% -$90.1K 0.05% 286
2018
Q1 		$412K Sell
25,392
-1,397
-5% -$26K 0.06% 276
2017
Q4 		$483K Sell
26,789
-24,591
-48% -$425K 0.07% 224
2017
Q3 		$939K Buy
51,380
+173
+0.3% +$3.36K 0.14% 134
2017
Q2 		$1.04M Buy
+51,207
New +$1.14M 0.17% 123

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

Prospera Financial Services's ETP Position: Q4 2018 in Review

Prospera Financial Services sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 27,226 shares — an estimated $530K sold.

Prospera Financial Services first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $1.04M in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Prospera Financial Services reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Prospera Financial Services sold 27,226 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $530K.
  • Prospera Financial Services first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Prospera Financial Services's Energy Transfer Partners, L.P. position peaked at $1.04M in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Prospera Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.