SRC
ETP

Shufro Rose & Co’s Energy Transfer Partners, L.P. ETP Stock Holding History

Shufro Rose & Co’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
-11,800
Closed -$263K – 318
2018
Q3 		$263K Hold
11,800
– – 0.02% 242
2018
Q2 		$225K Buy
11,800
+300
+3% +$5.51K 0.02% 251
2018
Q1 		$187K Buy
+11,500
New +$214K 0.02% 270

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

Shufro Rose & Co's ETP Position: Q4 2018 in Review

Shufro Rose & Co sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 11,800 shares — an estimated $263K sold.

Shufro Rose & Co first reported a position in ETP in Q1 2018 and held it in 3 quarters. The position peaked at $263K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Shufro Rose & Co reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Shufro Rose & Co sold 11,800 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $263K.
  • Shufro Rose & Co first reported a position in Energy Transfer Partners, L.P. in Q1 2018 and held it in 3 quarters.
  • Shufro Rose & Co's Energy Transfer Partners, L.P. position peaked at $263K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Shufro Rose & Co's 13F filing for Q4 2018, filed 1 Feb 2019.