SWP
ETP

Stratos Wealth Partners’s Energy Transfer Partners, L.P. ETP Stock Holding History

Stratos Wealth Partners’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
-48,129
Closed -$1.07M – 2989
2018
Q3 		$1.07M Sell
48,129
-4,375
-8% -$95K 0.05% 319
2018
Q2 		$1M Sell
52,504
-2,324
-4% -$42.7K 0.04% 362
2018
Q1 		$889K Sell
54,828
-12,861
-19% -$239K 0.04% 391
2017
Q4 		$1.21M Buy
67,689
+13,451
+25% +$232K 0.05% 305
2017
Q3 		$992K Buy
54,238
+4,648
+9% +$90.2K 0.05% 335
2017
Q2 		$1.01M Buy
+49,590
New +$1.11M 0.05% 293
2017
Q1 		– Sell
-18,339
Closed -$441K – 875
2016
Q4 		$441K Buy
18,339
+189
+1% +$4.78K 0.03% 422
2016
Q3 		$516K Buy
18,150
+491
+3% +$14.3K 0.03% 358
2016
Q2 		$508K Buy
17,659
+1,989
+13% +$54.8K 0.04% 334
2016
Q1 		$393K Buy
15,670
+1,189
+8% +$27K 0.03% 350
2015
Q4 		$372K Buy
14,481
+150
+1% +$4.15K 0.03% 372
2015
Q3 		$411K Buy
+14,331
New +$486K 0.05% 296
2015
Q2 		– Sell
-17,728
Closed -$731K – 636
2015
Q1 		$731K Sell
17,728
-699
-4% -$29.6K 0.09% 219
2014
Q4 		$770K Buy
+18,427
New +$848K 0.14% 155

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