RFA
ETP

Reilly Financial Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Reilly Financial 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
-879
Closed -$20K – 1077
2018
Q3 		$20K Hold
879
– – ﹤0.01% 567
2018
Q2 		$17K Hold
879
– – ﹤0.01% 560
2018
Q1 		$14K Buy
879
+8
+0.9% +$149 ﹤0.01% 582
2017
Q4 		$16K Sell
871
-164
-16% -$2.83K ﹤0.01% 559
2017
Q3 		$19K Buy
1,035
+7
+0.7% +$136 ﹤0.01% 516
2017
Q2 		$21K Buy
1,028
+774
+305% +$17.3K ﹤0.01% 494
2017
Q1 		$6K Buy
254
+5
+2% +$125 ﹤0.01% 722
2016
Q4 		$6K Sell
249
-440
-64% -$11.1K ﹤0.01% 655
2016
Q3 		$20K Buy
689
+12
+2% +$349 ﹤0.01% 415
2016
Q2 		$19K Buy
677
+11
+2% +$303 ﹤0.01% 406
2016
Q1 		$17K Buy
666
+16
+2% +$363 ﹤0.01% 636
2015
Q4 		$17K Buy
650
+11
+2% +$305 ﹤0.01% 655
2015
Q3 		$18K Buy
639
+7
+1% +$237 ﹤0.01% 648
2015
Q2 		$24K Buy
632
+6
+1% +$245 ﹤0.01% 634
2015
Q1 		$26K Buy
626
+6
+1% +$254 ﹤0.01% 591
2014
Q4 		$26K Buy
620
+220
+55% +$10.1K 0.01% 353
2014
Q3 		$19K Buy
+400
New +$18.9K ﹤0.01% 410

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

Reilly Financial Advisors's ETP Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 879 shares — an estimated $20K sold.

Reilly Financial Advisors first reported a position in ETP in Q3 2014 and held it in 17 quarters. The position peaked at $26K in Q1 2015. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 879 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $20K.
  • Reilly Financial Advisors first reported a position in Energy Transfer Partners, L.P. in Q3 2014 and held it in 17 quarters.
  • Reilly Financial Advisors's Energy Transfer Partners, L.P. position peaked at $26K in Q1 2015.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.