Waverly 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
Q1
Sell
-10,160
Closed -$182K 396
2017
Q4
$182K Sell
10,160
-3,000
-23% -$53.7K 0.03% 233
2017
Q3
$241K Buy
13,160
+1,665
+14% +$30.5K 0.05% 200
2017
Q2
$234K Buy
+11,495
New +$234K 0.06% 193