Reilly Financial Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-497
| Closed | -$18K | – | 1015 |
|
|
2017
Q1 | $18K | Hold |
497
| – | – | ﹤0.01% | 506 |
|
|
2016
Q4 | $18K | Hold |
497
| – | – | ﹤0.01% | 472 |
|
|
2016
Q3 | $18K | Hold |
497
| – | – | ﹤0.01% | 429 |
|
|
2016
Q2 | $19K | Hold |
497
| – | – | ﹤0.01% | 407 |
|
|
2016
Q1 | $16K | Sell |
497
-1,700
| -77% | -$54.7K | ﹤0.01% | 497 |
|
|
2015
Q4 | $74K | Buy |
2,197
+1,700
| +342% | +$57.3K | 0.01% | 249 |
|
|
2015
Q3 | $20K | Sell |
497
-413
| -45% | -$16.6K | ﹤0.01% | 611 |
|
|
2015
Q2 | $48K | Buy |
910
+413
| +83% | +$21.8K | 0.01% | 447 |
|
|
2015
Q1 | $28K | Sell |
497
-50
| -9% | -$2.82K | ﹤0.01% | 570 |
|
|
2014
Q4 | $36K | Hold |
547
| – | – | 0.01% | 308 |
|
|
2014
Q3 | $35K | Sell |
547
-900
| -62% | -$57.6K | 0.01% | 306 |
|
|
2014
Q2 | $84K | Buy |
1,447
+950
| +191% | +$55.1K | 0.02% | 205 |
|
|
2014
Q1 | $27K | Hold |
497
| – | – | 0.01% | 373 |
|
|
2013
Q4 | $28K | Hold |
497
| – | – | 0.01% | 342 |
|
|
2013
Q3 | $26K | Hold |
497
| – | – | 0.01% | 312 |
|
|
2013
Q2 | $25K | Buy |
+497
| New | +$25K | 0.01% | 325 |
|