RWP
ETP

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

RWA Wealth Partners’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
Q3 		– Sell
-300
Closed -$6K – 804
2018
Q2 		$6K Hold
300
– – ﹤0.01% 666
2018
Q1 		$5K Buy
+300
New +$5.57K ﹤0.01% 498

Other funds holding ETP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWA Wealth Partners's ETP Position: Q3 2018 in Review

RWA Wealth Partners sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2018, closing a stake of 300 shares — an estimated $6K sold.

RWA Wealth Partners first reported a position in ETP in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 529 funds tracked by Wall St. Rank hold ETP as of Q3 2018.

  • RWA Wealth Partners reported no remaining Energy Transfer Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 300 Energy Transfer Partners, L.P. shares in Q3 2018, an estimated $6K.
  • RWA Wealth Partners first reported a position in Energy Transfer Partners, L.P. in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Energy Transfer Partners, L.P. position peaked at $6K in Q2 2018.
  • 529 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.