Summit Securities Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

Summit Securities Group’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	-360	Closed	-$5K	–	377
2018 Q3	$5K	Buy	+360	New	+$7.82K	﹤0.01%	177

Other funds holding ETP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return

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

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Summit Securities Group's ETP Position: Q4 2018 in Review

Summit Securities Group sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 67,266 shares — an estimated $1.5M sold.

Summit Securities Group first reported a position in ETP in Q4 2013 and held it in 4 quarters. The position peaked at $1.5M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Summit Securities Group reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Summit Securities Group sold 67,266 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.5M.
Summit Securities Group first reported a position in Energy Transfer Partners, L.P. in Q4 2013 and held it in 4 quarters.
Summit Securities Group's Energy Transfer Partners, L.P. position peaked at $1.5M in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Summit Securities Group's 13F filing for Q4 2018, filed 23 Jan 2019.