WC
ETP

Whitnell & Co’s Energy Transfer Partners, L.P. ETP Stock Holding History

Whitnell & Co’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
-6,000
Closed -$134K – 261
2018
Q3 		$134K Hold
6,000
– – 0.05% 146
2018
Q2 		$114K Hold
6,000
– – 0.05% 149
2018
Q1 		$97K Hold
6,000
– – 0.04% 153
2017
Q4 		$108K Sell
6,000
-3,000
-33% -$51.8K 0.05% 150
2017
Q3 		$165K Hold
9,000
– – 0.07% 130
2017
Q2 		$184K Buy
+9,000
New +$201K 0.08% 128

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

Whitnell & Co's ETP Position: Q4 2018 in Review

Whitnell & Co sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 6,000 shares — an estimated $134K sold.

Whitnell & Co first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $184K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Whitnell & Co reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Whitnell & Co sold 6,000 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $134K.
  • Whitnell & Co first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
  • Whitnell & Co's Energy Transfer Partners, L.P. position peaked at $184K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Whitnell & Co's 13F filing for Q4 2018, filed 5 Feb 2019.