United Capital Financial Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,269
| Closed | -$448K | – | 1352 |
|
|
2017
Q1 | $448K | Sell |
12,269
-4,004
| -25% | -$146K | ﹤0.01% | 940 |
|
|
2016
Q4 | $583K | Sell |
16,273
-540
| -3% | -$19.3K | 0.01% | 895 |
|
|
2016
Q3 | $622K | Buy |
16,813
+4,232
| +34% | +$157K | 0.01% | 898 |
|
|
2016
Q2 | $478K | Buy |
12,581
+5,125
| +69% | +$195K | ﹤0.01% | 931 |
|
|
2016
Q1 | $241K | Sell |
7,456
-79
| -1% | -$2.55K | ﹤0.01% | 1073 |
|
|
2015
Q4 | $254K | Sell |
7,535
-34,700
| -82% | -$1.17M | ﹤0.01% | 1063 |
|
|
2015
Q3 | $1.74M | Buy |
42,235
+21,691
| +106% | +$891K | 0.02% | 552 |
|
|
2015
Q2 | $1.07M | Buy |
20,544
+5,286
| +35% | +$276K | 0.01% | 714 |
|
|
2015
Q1 | $882K | Sell |
15,258
-1,941
| -11% | -$112K | 0.01% | 751 |
|
|
2014
Q4 | $1.12M | Sell |
17,199
-791
| -4% | -$51.4K | 0.02% | 622 |
|
|
2014
Q3 | $1.15M | Buy |
17,990
+5,402
| +43% | +$346K | 0.02% | 570 |
|
|
2014
Q2 | $730K | Buy |
12,588
+1,211
| +11% | +$70.2K | 0.01% | 619 |
|
|
2014
Q1 | $612K | Buy |
11,377
+5,930
| +109% | +$319K | 0.01% | 598 |
|
|
2013
Q4 | $312K | Sell |
5,447
-3,785
| -41% | -$217K | 0.01% | 526 |
|
|
2013
Q3 | $481K | Buy |
9,232
+1,149
| +14% | +$59.9K | 0.02% | 448 |
|
|
2013
Q2 | $409K | Buy |
+8,083
| New | +$409K | 0.01% | 543 |
|