SSWM
ETP

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

Sheets Smith 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
Q4 		– Sell
-20,102
Closed -$447K – 350
2018
Q3 		$447K Buy
20,102
+65
+0.3% +$1.41K 0.09% 237
2018
Q2 		$382K Buy
20,037
+74
+0.4% +$1.36K 0.09% 231
2018
Q1 		$324K Buy
19,963
+72
+0.4% +$1.34K 0.08% 245
2017
Q4 		$356K Buy
19,891
+80
+0.4% +$1.38K 0.08% 240
2017
Q3 		$362K Buy
19,811
+66
+0.3% +$1.28K 0.09% 220
2017
Q2 		$403K Buy
+19,745
New +$440K 0.11% 190

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

Sheets Smith Wealth Management's ETP Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 20,102 shares — an estimated $447K sold.

Sheets Smith Wealth Management first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $447K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 20,102 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $447K.
  • Sheets Smith Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Energy Transfer Partners, L.P. position peaked at $447K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.