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 – 2988
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 $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 $113B AUM 34.64% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Stratos Wealth Partners's ETP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 48,129 shares — an estimated $1.07M sold.

Stratos Wealth Partners first reported a position in ETP in Q4 2014 and held it in 14 quarters. The position peaked at $1.21M in Q4 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 48,129 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.07M.
  • Stratos Wealth Partners first reported a position in Energy Transfer Partners, L.P. in Q4 2014 and held it in 14 quarters.
  • Stratos Wealth Partners's Energy Transfer Partners, L.P. position peaked at $1.21M in Q4 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.