Sandy Spring Bank’s Energy Transfer Partners, L.P. ETP Stock Holding History

Sandy Spring Bank’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	-132,488	Closed	-$2.95M	–	820
2018 Q3	$2.95M	Sell	132,488 -5,725	-4%	-$124K	0.24%	103
2018 Q2	$2.63M	Sell	138,213 -4,200	-3%	-$77.2K	0.23%	117
2018 Q1	$2.31M	Sell	142,413 -1,656	-1%	-$30.8K	0.2%	133
2017 Q4	$2.58M	Sell	144,069 -20,134	-12%	-$348K	0.24%	114
2017 Q3	$3M	Hold	164,203	–	–	0.29%	94
2017 Q2	$3.35M	Buy	164,203 +10,710	+7%	+$239K	0.33%	78
2017 Q1	$3.75M	Sell	153,493 -16,200	-10%	-$404K	0.37%	69
2016 Q4	$4.08M	Hold	169,693	–	–	0.42%	57
2016 Q3	$4.82M	Hold	169,693	–	–	0.52%	49
2016 Q2	$4.88M	Buy	169,693 +2,045	+1%	+$56.4K	0.56%	46
2016 Q1	$4.2M	Hold	167,648	–	–	0.48%	57
2015 Q4	$4.31M	Hold	167,648	–	–	0.5%	57
2015 Q3	$4.8M	Hold	167,648	–	–	0.59%	43
2015 Q2	$6.38M	Hold	167,648	–	–	0.72%	34
2015 Q1	$6.93M	Hold	167,648	–	–	0.8%	31
2014 Q4	$7M	Sell	167,648 -1,732	-1%	-$79.7K	0.84%	29
2014 Q3	$8.17M	Hold	169,380	–	–	1.01%	21
2014 Q2	$7.98M	Hold	169,380	–	–	1%	22
2014 Q1	$7.7M	Hold	169,380	–	–	1.18%	15
2013 Q4	$6.39M	Hold	169,380	–	–	0.9%	28
2013 Q3	$5.63M	Hold	169,380	–	–	0.84%	30
2013 Q2	$5.42M	Buy	+169,380	New	+$5.3M	0.85%	32

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Sandy Spring Bank's ETP Position: Q4 2018 in Review

Sandy Spring Bank sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 132,488 shares — an estimated $2.95M sold.

Sandy Spring Bank first reported a position in ETP in Q2 2013 and held it in 22 quarters. The position peaked at $8.17M in Q3 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Sandy Spring Bank reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Sandy Spring Bank sold 132,488 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $2.95M.
Sandy Spring Bank first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 22 quarters.
Sandy Spring Bank's Energy Transfer Partners, L.P. position peaked at $8.17M in Q3 2014.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Sandy Spring Bank's 13F filing for Q4 2018, filed 8 Feb 2019.