SWM
ETP

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

Selective Wealth Management’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 		$13K Buy
+600
New +$13K 0.16% 76

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

Selective Wealth Management's ETP Position: Q3 2018 in Review

Selective Wealth Management opened a new position in Energy Transfer Partners, L.P. (ETP) in Q3 2018: 600 shares worth $13K. The stake represents 0.16% of the portfolio and ranks #76 among its holdings.

529 funds tracked by Wall St. Rank hold ETP as of Q3 2018.

  • Selective Wealth Management held 600 shares of Energy Transfer Partners, L.P. worth $13K as of Q3 2018.
  • Energy Transfer Partners, L.P. was a new Selective Wealth Management position in Q3 2018.
  • Energy Transfer Partners, L.P. made up 0.16% of Selective Wealth Management's portfolio in Q3 2018, its #76 holding.
  • 529 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.