UCFA
ETP

United Capital Financial Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

United Capital Financial Advisors’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
-94,077
Closed -$2.09M – 1404
2018
Q3 		$2.09M Sell
94,077
-4,638
-5% -$101K 0.01% 601
2018
Q2 		$1.88M Sell
98,715
-2,314
-2% -$42.5K 0.01% 607
2018
Q1 		$1.64M Buy
101,029
+3,708
+4% +$68.9K 0.01% 646
2017
Q4 		$1.75M Sell
97,321
-2,391
-2% -$41.3K 0.01% 627
2017
Q3 		$1.82M Sell
99,712
-3,795
-4% -$73.7K 0.02% 602
2017
Q2 		$2.11M Buy
103,507
+11,687
+13% +$261K 0.02% 554
2017
Q1 		$2.24M Sell
91,820
-25,669
-22% -$641K 0.02% 536
2016
Q4 		$2.82M Sell
117,489
-1,906
-2% -$48.2K 0.03% 481
2016
Q3 		$3.39M Buy
119,395
+29,147
+32% +$847K 0.03% 464
2016
Q2 		$2.62M Buy
90,248
+10,572
+13% +$291K 0.03% 500
2016
Q1 		$2M Buy
79,676
+93
+0.1% +$2.11K 0.02% 533
2015
Q4 		$2.04M Sell
79,583
-33,020
-29% -$914K 0.02% 543
2015
Q3 		$3.23M Buy
112,603
+33,558
+42% +$1.14M 0.04% 417
2015
Q2 		$3.01M Sell
79,045
-737
-0.9% -$30.1K 0.03% 480
2015
Q1 		$3.54M Buy
79,782
+375
+0.5% +$15.9K 0.04% 419
2014
Q4 		$3.32M Buy
79,407
+30,357
+62% +$1.4M 0.05% 355
2014
Q3 		$2.37M Sell
49,050
-600
-1% -$28.4K 0.04% 401
2014
Q2 		$2.34M Sell
49,650
-1,150
-2% -$52.4K 0.04% 386
2014
Q1 		$2.31M Hold
50,800
– – 0.05% 335
2013
Q4 		$1.92M Hold
50,800
– – 0.07% 243
2013
Q3 		$1.69M Hold
50,800
– – 0.05% 278
2013
Q2 		$1.62M Buy
+50,800
New +$1.59M 0.04% 335

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 $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

United Capital Financial Advisors's ETP Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 94,077 shares — an estimated $2.09M sold.

United Capital Financial Advisors first reported a position in ETP in Q2 2013 and held it in 22 quarters. The position peaked at $3.54M in Q1 2015. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 94,077 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $2.09M.
  • United Capital Financial Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 22 quarters.
  • United Capital Financial Advisors's Energy Transfer Partners, L.P. position peaked at $3.54M in Q1 2015.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.