SFG
ETP

SevenBridge Financial Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

SevenBridge Financial Group’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
-100
Closed -$2K – 628
2018
Q3 		$2K Hold
100
– – ﹤0.01% 564
2018
Q2 		$2K Hold
100
– – ﹤0.01% 574
2018
Q1 		$2K Hold
100
– – ﹤0.01% 582
2017
Q4 		$2K Sell
100
-750
-88% -$12.9K ﹤0.01% 596
2017
Q3 		$16K Hold
850
– – 0.01% 399
2017
Q2 		$17K Buy
850
+750
+750% +$16.7K 0.01% 402
2017
Q1 		$2K Sell
100
-3,375
-97% -$84.2K ﹤0.01% 595
2016
Q4 		$93K Hold
3,475
– – 0.07% 201
2016
Q3 		$93K Hold
3,475
– – 0.07% 198
2016
Q2 		$100K Buy
+3,475
New +$95.8K 0.07% 192

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