SC
ETP

Searle & Co’s Energy Transfer Partners, L.P. ETP Stock Holding History

Searle & Co’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
-12,246
Closed -$273K – 136
2018
Q3 		$273K Hold
12,246
– – 0.16% 112
2018
Q2 		$233K Buy
12,246
+1,026
+9% +$18.9K 0.15% 120
2018
Q1 		$182K Sell
11,220
-4,500
-29% -$83.6K 0.12% 127
2017
Q4 		$282K Hold
15,720
– – 0.18% 112
2017
Q3 		$288K Hold
15,720
– – 0.19% 109
2017
Q2 		$321K Buy
+15,720
New +$351K 0.22% 105
2015
Q3 		– Sell
-2,634
Closed -$100K – 303
2015
Q2 		$100K Hold
2,634
– – 0.08% 133
2015
Q1 		$108K Hold
2,634
– – 0.09% 128
2014
Q4 		$110K Buy
+2,634
New +$121K 0.09% 148

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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return