TFA
ETP

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

Toth Financial Advisory’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
-1,119
Closed -$25K – 479
2018
Q3 		$25K Buy
1,119
+223
+25% +$4.84K 0.01% 251
2018
Q2 		$17K Buy
896
+26
+3% +$478 ﹤0.01% 283
2018
Q1 		$14K Buy
870
+175
+25% +$3.25K ﹤0.01% 301
2017
Q4 		$12K Buy
+695
New +$12K ﹤0.01% 312

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

Toth Financial Advisory's ETP Position: Q4 2018 in Review

Toth Financial Advisory sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,119 shares — an estimated $25K sold.

Toth Financial Advisory first reported a position in ETP in Q4 2017 and held it in 4 quarters. The position peaked at $25K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Toth Financial Advisory reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 1,119 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $25K.
  • Toth Financial Advisory first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 4 quarters.
  • Toth Financial Advisory's Energy Transfer Partners, L.P. position peaked at $25K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

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