UBS AM’s Energy Transfer Partners, L.P. ETP Stock Holding History

UBS AM’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	-1,432	Closed	-$31.9K	–	2879
2018 Q3	$31.9K	Hold	1,432	–	–	﹤0.01%	2603
2018 Q2	$27.3K	Buy	+1,432	New	+$26.3K	﹤0.01%	2633
2017 Q3	–	Sell	-1,243	Closed	-$25.3K	–	2566
2017 Q2	$25.3K	Buy	+1,243	New	+$27.7K	﹤0.01%	2410

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

UBS AM's ETP Position: Q4 2018 in Review

UBS AM sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,432 shares — an estimated $31.9K sold.

UBS AM first reported a position in ETP in Q2 2017 and held it in 3 quarters. The position peaked at $31.9K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

UBS AM reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
UBS AM sold 1,432 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $31.9K.
UBS AM first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 3 quarters.
UBS AM's Energy Transfer Partners, L.P. position peaked at $31.9K in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on UBS AM's 13F filing for Q4 2018, filed 13 Feb 2019.