West Family Investments’s Energy Transfer Partners, L.P. ETP Stock Holding History

West Family Investments’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	-92,071	Closed	-$2.05M	–	99
2018 Q3	$2.05M	Hold	92,071	–	–	0.49%	44
2018 Q2	$1.75M	Hold	92,071	–	–	0.43%	50
2018 Q1	$1.49M	Hold	92,071	–	–	0.39%	51
2017 Q4	$1.65M	Hold	92,071	–	–	0.42%	53
2017 Q3	$1.68K	Buy	+92,071	New	+$1.79M	0.2%	49

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

West Family Investments's ETP Position: Q4 2018 in Review

West Family Investments sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 92,071 shares — an estimated $2.05M sold.

West Family Investments first reported a position in ETP in Q3 2017 and held it in 5 quarters. The position peaked at $2.05M in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

West Family Investments reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
West Family Investments sold 92,071 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $2.05M.
West Family Investments first reported a position in Energy Transfer Partners, L.P. in Q3 2017 and held it in 5 quarters.
West Family Investments's Energy Transfer Partners, L.P. position peaked at $2.05M in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on West Family Investments's 13F filing for Q4 2018, filed 7 Feb 2019.