SWMG
ETP

Signature Wealth Management Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

Signature Wealth Management 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
Q3 		– Sell
-100
Closed -$2K – 360
2018
Q2 		$2K Hold
100
– – ﹤0.01% 304
2018
Q1 		$2K Hold
100
– – ﹤0.01% 306
2017
Q4 		$2K Buy
+100
New +$1.73K ﹤0.01% 325

Other funds holding ETP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Signature Wealth Management Group's ETP Position: Q3 2018 in Review

Signature Wealth Management Group sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2018, closing a stake of 100 shares — an estimated $2K sold.

Signature Wealth Management Group first reported a position in ETP in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 529 funds tracked by Wall St. Rank hold ETP as of Q3 2018.

  • Signature Wealth Management Group reported no remaining Energy Transfer Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 100 Energy Transfer Partners, L.P. shares in Q3 2018, an estimated $2K.
  • Signature Wealth Management Group first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Signature Wealth Management Group's Energy Transfer Partners, L.P. position peaked at $2K in Q2 2018.
  • 529 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.