SBIA
ETP

Sheaff Brock Investment Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Sheaff Brock Investment Advisors’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
-99,951
Closed -$2.23M – 560
2018
Q3 		$2.23M Sell
99,951
-16,848
-14% -$366K 0.21% 80
2018
Q2 		$2.22M Buy
116,799
+1,918
+2% +$35.2K 0.22% 76
2018
Q1 		$1.86M Buy
114,881
+4,163
+4% +$77.3K 0.19% 84
2017
Q4 		$1.98M Sell
110,718
-7,184
-6% -$124K 0.26% 82
2017
Q3 		$2.16M Sell
117,902
-1,271
-1% -$24.7K 0.28% 79
2017
Q2 		$2.43M Buy
+119,173
New +$2.66M 0.32% 67

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 $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

Sheaff Brock Investment Advisors's ETP Position: Q4 2018 in Review

Sheaff Brock Investment Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 99,951 shares — an estimated $2.23M sold.

Sheaff Brock Investment Advisors first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $2.43M in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Sheaff Brock Investment Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 99,951 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $2.23M.
  • Sheaff Brock Investment Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Energy Transfer Partners, L.P. position peaked at $2.43M in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.