Walter & Keenan Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-4,200
Closed -$219K 144
2015
Q2
$219K Buy
+4,200
New +$234K 0.13% 131
2014
Q2
Sell
-5,800
Closed -$217K 154
2014
Q1
$217K Buy
+5,800
New +$315K 0.12% 128

Other funds holding ETP

Walter & Keenan Wealth Management's ETP Position: Q3 2015 in Review

Walter & Keenan Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q3 2015, closing a stake of 4,200 shares — an estimated $219K sold.

Walter & Keenan Wealth Management first reported a position in ETP in Q1 2014 and held it in 2 quarters. The position peaked at $219K in Q2 2015. 531 funds tracked by Wall St. Rank hold ETP as of Q3 2015.

  • Walter & Keenan Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q3 2015 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 4,200 Energy Transfer Partners L.p. shares in Q3 2015, an estimated $219K.
  • Walter & Keenan Wealth Management first reported a position in Energy Transfer Partners L.p. in Q1 2014 and held it in 2 quarters.
  • Walter & Keenan Wealth Management's Energy Transfer Partners L.p. position peaked at $219K in Q2 2015.
  • 531 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2015.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2015, filed 13 Nov 2015.