SPIA
ETP

Steward Partners Investment Advisory’s Energy Transfer Partners, L.P. ETP Stock Holding History

Steward Partners Investment Advisory’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
-71,853
Closed -$1.6M – 2572
2018
Q3 		$1.6M Buy
71,853
+2,147
+3% +$46.6K 0.08% 259
2018
Q2 		$1.33M Buy
69,706
+17,110
+33% +$314K 0.08% 250
2018
Q1 		$853K Buy
+52,596
New +$977K 0.06% 292

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 $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

Steward Partners Investment Advisory's ETP Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 71,853 shares — an estimated $1.6M sold.

Steward Partners Investment Advisory first reported a position in ETP in Q1 2018 and held it in 3 quarters. The position peaked at $1.6M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 71,853 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.6M.
  • Steward Partners Investment Advisory first reported a position in Energy Transfer Partners, L.P. in Q1 2018 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Energy Transfer Partners, L.P. position peaked at $1.6M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.