WA
ETP

WealthTrust-Arizona’s Energy Transfer Partners, L.P. ETP Stock Holding History

WealthTrust-Arizona’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
-38
Closed -$1K – 747
2018
Q3 		$1K Buy
38
+1
+3% +$22 ﹤0.01% 679
2018
Q2 		$1K Buy
37
+1
+3% +$18 ﹤0.01% 667
2018
Q1 		$1K Sell
36
-16,949
-100% -$315K ﹤0.01% 642
2017
Q4 		$304K Hold
16,985
– – 0.15% 52
2017
Q3 		$311K Buy
16,985
+35
+0.2% +$679 0.16% 48
2017
Q2 		$346K Buy
+16,950
New +$378K 0.18% 45

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

WealthTrust-Arizona's ETP Position: Q4 2018 in Review

WealthTrust-Arizona sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 38 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $346K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • WealthTrust-Arizona reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 38 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • WealthTrust-Arizona's Energy Transfer Partners, L.P. position peaked at $346K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.