Telemus Capital’s Energy Transfer Partners, L.P. ETP Stock Holding History

Telemus Capital’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	-20,270	Closed	-$451K	–	478
2018 Q3	$451K	Hold	20,270	–	–	0.03%	300
2018 Q2	$386K	Hold	20,270	–	–	0.03%	326
2018 Q1	$329K	Sell	20,270 -5,000	-20%	-$92.9K	0.03%	342
2017 Q4	$453K	Hold	25,270	–	–	0.04%	304
2017 Q3	$462K	Hold	25,270	–	–	0.05%	212
2017 Q2	$515K	Buy	+25,270	New	+$564K	0.05%	224
2017 Q1	–	Sell	-25,000	Closed	-$601K	–	355
2016 Q4	$601K	Buy	25,000 +8,000	+47%	+$202K	0.08%	178
2016 Q3	$483K	Hold	17,000	–	–	0.05%	223
2016 Q2	$489K	Buy	+17,000	New	+$469K	0.06%	209

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Telemus Capital's ETP Position: Q4 2018 in Review

Telemus Capital sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 20,270 shares — an estimated $451K sold.

Telemus Capital first reported a position in ETP in Q2 2016 and held it in 9 quarters. The position peaked at $601K in Q4 2016. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Telemus Capital reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Telemus Capital sold 20,270 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $451K.
Telemus Capital first reported a position in Energy Transfer Partners, L.P. in Q2 2016 and held it in 9 quarters.
Telemus Capital's Energy Transfer Partners, L.P. position peaked at $601K in Q4 2016.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Telemus Capital's 13F filing for Q4 2018, filed 6 Feb 2019.