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

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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