Truist Financial
ETP

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

Truist 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
-17,231
Closed -$383K – 800
2018
Q3 		$383K Sell
17,231
-890
-5% -$19.3K 0.01% 638
2018
Q2 		$345K Buy
18,121
+7,007
+63% +$129K 0.01% 651
2018
Q1 		$180K Sell
11,114
-19,018
-63% -$353K ﹤0.01% 732
2017
Q4 		$540K Sell
30,132
-886
-3% -$15.3K 0.01% 572
2017
Q3 		$568K Sell
31,018
-1,276
-4% -$24.8K 0.01% 556
2017
Q2 		$659K Buy
32,294
+22,294
+223% +$497K 0.01% 528
2017
Q1 		$244K Sell
10,000
-2,710
-21% -$67.6K ﹤0.01% 740
2016
Q4 		$305K Hold
12,710
– – 0.01% 694
2016
Q3 		$361K Sell
12,710
-1,730
-12% -$50.3K 0.01% 653
2016
Q2 		$416K Buy
+14,440
New +$398K 0.01% 619

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 $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