SPC
ETP

Sigma Planning Corp’s Energy Transfer Partners, L.P. ETP Stock Holding History

Sigma Planning Corp’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
-38,733
Closed -$862K – 1024
2018
Q3 		$862K Sell
38,733
-15,825
-29% -$344K 0.05% 333
2018
Q2 		$1.04M Buy
54,558
+790
+1% +$14.5K 0.07% 275
2018
Q1 		$872K Sell
53,768
-1,875
-3% -$34.8K 0.06% 289
2017
Q4 		$997K Sell
55,643
-1,058
-2% -$18.3K 0.08% 267
2017
Q3 		$1.04M Buy
56,701
+2,575
+5% +$50K 0.09% 247
2017
Q2 		$1.1M Buy
+54,126
New +$1.21M 0.1% 224
2015
Q1 		– Sell
-105,168
Closed -$4.39M – 801
2014
Q4 		$4.39M Buy
+105,168
New +$4.84M 0.58% 28

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