TWMP
ETP

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

Taylor Wealth Management 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
-17,576
Closed -$391K – 138
2018
Q3 		$391K Hold
17,576
– – 0.17% 50
2018
Q2 		$335K Hold
17,576
– – 0.15% 47
2018
Q1 		$285K Sell
17,576
-6,800
-28% -$126K 0.14% 47
2017
Q4 		$437K Sell
24,376
-131,579
-84% -$2.27M 0.19% 51
2017
Q3 		$2.85M Sell
155,955
-19,147
-11% -$372K 1.27% 32
2017
Q2 		$3.57M Buy
175,102
+157,352
+886% +$3.51M 1.62% 28
2017
Q1 		$433K Hold
17,750
– – 0.2% 46
2016
Q4 		$426K Sell
17,750
-124,865
-88% -$3.16M 0.2% 46
2016
Q3 		$4.05M Sell
142,615
-20,360
-12% -$592K 1.82% 29
2016
Q2 		$4.69M Buy
162,975
+160,575
+6,691% +$4.43M 1.88% 24
2016
Q1 		$60K Hold
2,400
– – 0.03% 81
2015
Q4 		$62K Buy
2,400
+475
+25% +$13.1K 0.03% 75
2015
Q3 		$55K Sell
1,925
-74,080
-97% -$2.51M 0.03% 78
2015
Q2 		$2.89M Sell
76,005
-73,475
-49% -$3M 0.92% 38
2015
Q1 		$6.18M Buy
+149,480
New +$6.33M 1.94% 28

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

Taylor Wealth Management Partners's ETP Position: Q4 2018 in Review

Taylor Wealth Management Partners sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 17,576 shares — an estimated $391K sold.

Taylor Wealth Management Partners first reported a position in ETP in Q1 2015 and held it in 15 quarters. The position peaked at $6.18M in Q1 2015. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Taylor Wealth Management Partners reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 17,576 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $391K.
  • Taylor Wealth Management Partners first reported a position in Energy Transfer Partners, L.P. in Q1 2015 and held it in 15 quarters.
  • Taylor Wealth Management Partners's Energy Transfer Partners, L.P. position peaked at $6.18M in Q1 2015.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2018, filed 14 Jan 2019.