RWG
ETP

Regal Wealth Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

Regal Wealth Group’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
-133
Closed -$3K – 176
2018
Q3 		$3K Buy
133
+3
+2% +$65 ﹤0.01% 147
2018
Q2 		$2K Buy
130
+3
+2% +$55 ﹤0.01% 160
2018
Q1 		$2K Buy
127
+5
+4% +$93 ﹤0.01% 164
2017
Q4 		$2K Buy
122
+3
+3% +$52 ﹤0.01% 163
2017
Q3 		$2K Buy
119
+3
+3% +$58 ﹤0.01% 144
2017
Q2 		$2K Buy
+116
New +$2.59K ﹤0.01% 145

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

Regal Wealth Group's ETP Position: Q4 2018 in Review

Regal Wealth Group sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 133 shares — an estimated $3K sold.

Regal Wealth Group first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Regal Wealth Group reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Regal Wealth Group sold 133 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $3K.
  • Regal Wealth Group first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Regal Wealth Group's Energy Transfer Partners, L.P. position peaked at $3K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Regal Wealth Group's 13F filing for Q4 2018, filed 24 Jan 2019.