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 $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
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

SevenBridge Financial Group's ETP Position: Q4 2018 in Review

SevenBridge Financial Group sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in ETP in Q2 2016 and held it in 10 quarters. The position peaked at $100K in Q2 2016. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • SevenBridge Financial Group reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 100 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $2K.
  • SevenBridge Financial Group first reported a position in Energy Transfer Partners, L.P. in Q2 2016 and held it in 10 quarters.
  • SevenBridge Financial Group's Energy Transfer Partners, L.P. position peaked at $100K in Q2 2016.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on SevenBridge Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.