Tompkins Financial’s Energy Transfer Partners, L.P. ETP Stock Holding History

Tompkins Financial’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	-1,162	Closed	-$26K	–	439
2018 Q3	$26K	Hold	1,162	–	–	0.01%	305
2018 Q2	$22K	Hold	1,162	–	–	﹤0.01%	332
2018 Q1	$19K	Hold	1,162	–	–	﹤0.01%	328
2017 Q4	$21K	Buy	1,162 +315	+37%	+$5.44K	﹤0.01%	292
2017 Q3	$15K	Hold	847	–	–	﹤0.01%	317
2017 Q2	$17K	Buy	+847	New	+$18.9K	﹤0.01%	291
2014 Q3	–	Sell	-2,034	Closed	-$96K	–	525
2014 Q2	$96K	Buy	+2,034	New	+$92.6K	0.02%	200

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

Tompkins Financial's ETP Position: Q4 2018 in Review

Tompkins Financial sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,162 shares — an estimated $26K sold.

Tompkins Financial first reported a position in ETP in Q2 2014 and held it in 7 quarters. The position peaked at $96K in Q2 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Tompkins Financial reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Tompkins Financial sold 1,162 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $26K.
Tompkins Financial first reported a position in Energy Transfer Partners, L.P. in Q2 2014 and held it in 7 quarters.
Tompkins Financial's Energy Transfer Partners, L.P. position peaked at $96K in Q2 2014.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Tompkins Financial's 13F filing for Q4 2018, filed 22 Jan 2019.