Security National Bank of Sioux City Iowa’s Energy Transfer Partners, L.P. ETP Stock Holding History

Security National Bank of Sioux City Iowa’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	-20,625	Closed	-$459K	–	93
2018 Q3	$459K	Buy	20,625 +75	+0.4%	+$1.63K	0.41%	62
2018 Q2	$391K	Hold	20,550	–	–	0.37%	68
2018 Q1	$333K	Sell	20,550 -100	-0.5%	-$1.86K	0.31%	72
2017 Q4	$370K	Buy	20,650 +9,800	+90%	+$169K	0.34%	73
2017 Q3	$198K	Buy	+10,850	New	+$211K	0.19%	78
2017 Q2	–	Sell	-10,850	Closed	-$265K	–	83
2017 Q1	$265K	Hold	10,850	–	–	0.26%	77
2016 Q4	$261K	Hold	10,850	–	–	0.27%	71
2016 Q3	$308K	Hold	10,850	–	–	0.34%	69
2016 Q2	$312K	Sell	10,850 -360	-3%	-$9.92K	0.35%	67
2016 Q1	$281K	Hold	11,210	–	–	0.33%	67
2015 Q4	$288K	Hold	11,210	–	–	0.29%	70
2015 Q3	$321K	Hold	11,210	–	–	0.38%	66
2015 Q2	$426K	Hold	11,210	–	–	0.46%	62
2015 Q1	$463K	Hold	11,210	–	–	0.5%	62
2014 Q4	$468K	Hold	11,210	–	–	0.52%	63
2014 Q3	$541K	Hold	11,210	–	–	0.6%	62
2014 Q2	$528K	Hold	11,210	–	–	0.6%	61
2014 Q1	$509K	Hold	11,210	–	–	0.6%	62
2013 Q4	$423K	Hold	11,210	–	–	0.51%	62
2013 Q3	$372K	Hold	11,210	–	–	0.54%	59
2013 Q2	$358K	Buy	+11,210	New	+$351K	0.56%	59

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 $108B AUM 26.14% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Security National Bank of Sioux City Iowa's ETP Position: Q4 2018 in Review

Security National Bank of Sioux City Iowa sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 20,625 shares — an estimated $459K sold.

Security National Bank of Sioux City Iowa first reported a position in ETP in Q2 2013 and held it in 21 quarters. The position peaked at $541K in Q3 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Security National Bank of Sioux City Iowa reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 20,625 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $459K.
Security National Bank of Sioux City Iowa first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 21 quarters.
Security National Bank of Sioux City Iowa's Energy Transfer Partners, L.P. position peaked at $541K in Q3 2014.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2018, filed 14 Feb 2019.