TIS
ETP

Tortoise Index Solutions’s Energy Transfer Partners, L.P. ETP Stock Holding History

Tortoise Index Solutions’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
-202,071
Closed -$4.5M – 91
2018
Q3 		$4.5M Buy
202,071
+40,751
+25% +$885K 2.95% 12
2018
Q2 		$3.07M Buy
161,320
+21,742
+16% +$400K 2.2% 12
2018
Q1 		$2.26M Buy
139,578
+2,424
+2% +$45K 2.09% 12
2017
Q4 		$2.46M Buy
+137,154
New +$2.37M 2.19% 12
2015
Q3 		$111K Buy
3,865
+665
+21% +$22.6K 0.55% 36
2015
Q2 		$122K Buy
+3,200
New +$131K 0.55% 34

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 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

Tortoise Index Solutions's ETP Position: Q4 2018 in Review

Tortoise Index Solutions sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 202,071 shares — an estimated $4.5M sold.

Tortoise Index Solutions first reported a position in ETP in Q2 2015 and held it in 6 quarters. The position peaked at $4.5M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Tortoise Index Solutions reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Tortoise Index Solutions sold 202,071 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $4.5M.
  • Tortoise Index Solutions first reported a position in Energy Transfer Partners, L.P. in Q2 2015 and held it in 6 quarters.
  • Tortoise Index Solutions's Energy Transfer Partners, L.P. position peaked at $4.5M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Tortoise Index Solutions's 13F filing for Q4 2018, filed 13 Feb 2019.