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	-$362K	–	154
2018 Q3	$362K	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 $762M AUM 23.02% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Welch Group's ETP Position: Q4 2018 in Review

Welch Group sold out of Energy Transfer Partners L.p. (ETP) in Q4 2018, closing a stake of 16,280 shares — an estimated $362K sold.

Welch Group first reported a position in ETP in Q4 2017 and held it in 4 quarters. The position peaked at $362K in Q3 2018. 3 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Welch Group reported no remaining Energy Transfer Partners L.p. position as of Q4 2018 after selling out during the quarter.
Welch Group sold 16,280 Energy Transfer Partners L.p. shares in Q4 2018, an estimated $362K.
Welch Group first reported a position in Energy Transfer Partners L.p. in Q4 2017 and held it in 4 quarters.
Welch Group's Energy Transfer Partners L.p. position peaked at $362K in Q3 2018.
3 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2018.

Based on Welch Group's 13F filing for Q4 2018, filed 10 Jan 2019.