SIAP
ETP

Sterling Investment Advisors (Pennsylvania)’s Energy Transfer Partners L.p. ETP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-7,911
Closed -$176K – 460
2018
Q3 		$176K Hold
7,911
– – 0.09% 121
2018
Q2 		$150K Sell
7,911
-254
-3% -$4.82K 0.09% 122
2018
Q1 		$132K Sell
8,165
-648
-7% -$10.5K 0.08% 122
2017
Q4 		$158K Buy
8,813
+2,000
+29% +$35.9K 0.1% 117
2017
Q3 		$125K Hold
6,813
– – 0.08% 123
2017
Q2 		$139K Buy
6,813
+5,517
+426% +$198K 0.09% 118
2017
Q1 		$47K Hold
1,296
– – 0.03% 180
2016
Q4 		$46K Buy
+1,296
New +$46.2K 0.04% 158

Other funds holding ETP

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ETP Position: Q4 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Energy Transfer Partners L.p. (ETP) in Q4 2018, closing a stake of 7,911 shares — an estimated $176K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ETP in Q4 2016 and held it in 8 quarters. The position peaked at $176K in Q3 2018. 3 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Energy Transfer Partners L.p. position as of Q4 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 7,911 Energy Transfer Partners L.p. shares in Q4 2018, an estimated $176K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Energy Transfer Partners L.p. in Q4 2016 and held it in 8 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Energy Transfer Partners L.p. position peaked at $176K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2018, filed 18 Jan 2019.