SBL
ETP

Sargent Bickham Lagudis’s Energy Transfer Partners L.p. ETP Stock Holding History

Sargent Bickham Lagudis’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
2017
Q4 		– Sell
-501
Closed -$9K – 882
2017
Q3 		$9K Hold
501
– – ﹤0.01% 639
2017
Q2 		$10K Buy
501
+168
+50% +$6.02K ﹤0.01% 589
2017
Q1 		$12K Hold
333
– – ﹤0.01% 570
2016
Q4 		$12K Sell
333
-1,188
-78% -$42.4K ﹤0.01% 543
2016
Q3 		$56K Buy
1,521
+1,000
+192% +$39.3K 0.01% 331
2016
Q2 		$20K Hold
521
– – ﹤0.01% 463
2016
Q1 		$17K Buy
+521
New +$14.5K ﹤0.01% 499

Other funds holding ETP

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Sargent Bickham Lagudis's ETP Position: Q4 2017 in Review

Sargent Bickham Lagudis sold out of Energy Transfer Partners L.p. (ETP) in Q4 2017, closing a stake of 501 shares — an estimated $9K sold.

Sargent Bickham Lagudis first reported a position in ETP in Q1 2016 and held it in 7 quarters. The position peaked at $56K in Q3 2016. 24 funds tracked by Wall St. Rank hold ETP as of Q4 2017.

  • Sargent Bickham Lagudis reported no remaining Energy Transfer Partners L.p. position as of Q4 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 501 Energy Transfer Partners L.p. shares in Q4 2017, an estimated $9K.
  • Sargent Bickham Lagudis first reported a position in Energy Transfer Partners L.p. in Q1 2016 and held it in 7 quarters.
  • Sargent Bickham Lagudis's Energy Transfer Partners L.p. position peaked at $56K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2017, filed 13 Sep 2021.