WG
ETP

Welch Group’s Energy Transfer Partners L.p. ETP Stock Holding History

Welch Group’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
-16,280
Closed -$362 – 154
2018
Q3 		$362 Hold
16,280
– – 0.04% 89
2018
Q2 		$310K Hold
16,280
– – 0.04% 91
2018
Q1 		$264K Buy
16,280
+1,500
+10% +$24.3K 0.03% 93
2017
Q4 		$265K Buy
+14,780
New +$265K 0.04% 91

Other funds holding ETP

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return