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 – 2689
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 $887M AUM 21.42% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 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