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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-94,077
| Closed | -$2.09M | – | 1404 |
|
|
2018
Q3 | $2.09M | Sell |
94,077
-4,638
| -5% | -$103K | 0.01% | 601 |
|
|
2018
Q2 | $1.88M | Sell |
98,715
-2,314
| -2% | -$44.1K | 0.01% | 607 |
|
|
2018
Q1 | $1.64M | Buy |
101,029
+3,708
| +4% | +$60.2K | 0.01% | 646 |
|
|
2017
Q4 | $1.75M | Sell |
97,321
-2,391
| -2% | -$43.1K | 0.01% | 627 |
|
|
2017
Q3 | $1.82M | Sell |
99,712
-3,795
| -4% | -$69.4K | 0.02% | 602 |
|
|
2017
Q2 | $2.11M | Buy |
103,507
+11,687
| +13% | +$238K | 0.02% | 554 |
|
|
2017
Q1 | $2.24M | Sell |
91,820
-25,669
| -22% | -$627K | 0.02% | 536 |
|
|
2016
Q4 | $2.82M | Sell |
117,489
-1,906
| -2% | -$45.8K | 0.03% | 481 |
|
|
2016
Q3 | $3.39M | Buy |
119,395
+29,147
| +32% | +$828K | 0.03% | 464 |
|
|
2016
Q2 | $2.62M | Buy |
90,248
+10,572
| +13% | +$307K | 0.03% | 500 |
|
|
2016
Q1 | $2M | Buy |
79,676
+93
| +0.1% | +$2.33K | 0.02% | 533 |
|
|
2015
Q4 | $2.05M | Sell |
79,583
-33,020
| -29% | -$848K | 0.02% | 543 |
|
|
2015
Q3 | $3.23M | Buy |
112,603
+33,558
| +42% | +$962K | 0.04% | 417 |
|
|
2015
Q2 | $3.01M | Sell |
79,045
-737
| -0.9% | -$28K | 0.03% | 480 |
|
|
2015
Q1 | $3.54M | Buy |
79,782
+375
| +0.5% | +$16.6K | 0.04% | 419 |
|
|
2014
Q4 | $3.32M | Buy |
79,407
+30,357
| +62% | +$1.27M | 0.05% | 355 |
|
|
2014
Q3 | $2.37M | Sell |
49,050
-600
| -1% | -$29K | 0.04% | 401 |
|
|
2014
Q2 | $2.34M | Sell |
49,650
-1,150
| -2% | -$54.2K | 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 | +$1.62M | 0.04% | 335 |
|