WAM
ETP

Wealthspire Advisors (Maryland)’s Energy Transfer Partners, L.P. ETP Stock Holding History

Wealthspire Advisors (Maryland)’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
-20,895
Closed -$465K – 2682
2018
Q3 		$465K Buy
20,895
+1,218
+6% +$26.4K 0.04% 260
2018
Q2 		$375K Buy
19,677
+1,054
+6% +$19.4K 0.03% 301
2018
Q1 		$302K Buy
18,623
+25
+0.1% +$464 0.03% 359
2017
Q4 		$333K Buy
18,598
+1,390
+8% +$24K 0.03% 344
2017
Q3 		$315K Buy
17,208
+28
+0.2% +$544 0.03% 350
2017
Q2 		$350K Buy
17,180
+4,790
+39% +$107K 0.04% 313
2017
Q1 		$303K Buy
12,390
+70
+0.6% +$1.75K 0.04% 286
2016
Q4 		$296K Hold
12,320
– – 0.04% 281
2016
Q3 		$350K Sell
12,320
-64
-0.5% -$1.86K 0.05% 231
2016
Q2 		$356K Sell
12,384
-3
-0% -$83 0.06% 220
2016
Q1 		$311K Hold
12,387
– – 0.05% 246
2015
Q4 		$318K Buy
+12,387
New +$343K 0.06% 244

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 $953M AUM 24.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ETP Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 20,895 shares — an estimated $465K sold.

Wealthspire Advisors (Maryland) first reported a position in ETP in Q4 2015 and held it in 12 quarters. The position peaked at $465K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20,895 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $465K.
  • Wealthspire Advisors (Maryland) first reported a position in Energy Transfer Partners, L.P. in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Energy Transfer Partners, L.P. position peaked at $465K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.