WIM
ETP

Westside Investment Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Westside Investment Management’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
-787
Closed -$19.2K – 843
2018
Q3 		$19.2K Sell
787
-63
-7% -$1.37K 0.01% 365
2018
Q2 		$16K Buy
850
+100
+13% +$1.84K 0.01% 456
2018
Q1 		$12.1K Sell
750
-950
-56% -$17.6K 0.01% 508
2017
Q4 		$32.7K Sell
1,700
-100
-6% -$1.73K 0.02% 326
2017
Q3 		$33K Sell
1,800
-250
-12% -$4.85K 0.02% 315
2017
Q2 		$41K Buy
+2,050
New +$45.7K 0.03% 280

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 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

Westside Investment Management's ETP Position: Q4 2018 in Review

Westside Investment Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 787 shares — an estimated $19.2K sold.

Westside Investment Management first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $41K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Westside Investment Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 787 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $19.2K.
  • Westside Investment Management first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Westside Investment Management's Energy Transfer Partners, L.P. position peaked at $41K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.