SIS
ETP

Sound Income Strategies’s Energy Transfer Partners, L.P. ETP Stock Holding History

Sound Income Strategies’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
-550
Closed -$12K – 862
2018
Q3 		$12K Hold
550
– – 0.01% 329
2018
Q2 		$10K Buy
+550
New +$10.1K 0.01% 326

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 $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Sound Income Strategies's ETP Position: Q4 2018 in Review

Sound Income Strategies sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 550 shares — an estimated $12K sold.

Sound Income Strategies first reported a position in ETP in Q2 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Sound Income Strategies reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Sound Income Strategies sold 550 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $12K.
  • Sound Income Strategies first reported a position in Energy Transfer Partners, L.P. in Q2 2018 and held it in 2 quarters.
  • Sound Income Strategies's Energy Transfer Partners, L.P. position peaked at $12K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Sound Income Strategies's 13F filing for Q4 2018, filed 8 Jan 2019.