WhitTier Trust Company’s Energy Transfer Partners, L.P. ETP Stock Holding History

WhitTier Trust Company’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	-875	Closed	-$19K	–	1100
2018 Q3	$19K	Hold	875	–	–	﹤0.01%	763
2018 Q2	$17K	Hold	875	–	–	﹤0.01%	773
2018 Q1	$14K	Hold	875	–	–	﹤0.01%	802
2017 Q4	$16K	Sell	875 -1,268	-59%	-$21.9K	﹤0.01%	748
2017 Q3	$39K	Buy	2,143 +1,000	+87%	+$19.4K	﹤0.01%	591
2017 Q2	$23K	Sell	1,143 -2,457	-68%	-$54.8K	﹤0.01%	678
2017 Q1	$88K	Hold	3,600	–	–	0.01%	452
2016 Q4	$86K	Sell	3,600 -1,000	-22%	-$25.3K	0.01%	448
2016 Q3	$131K	Hold	4,600	–	–	0.01%	387
2016 Q2	$132K	Buy	4,600 +1,000	+28%	+$27.6K	0.02%	389
2016 Q1	$90K	Hold	3,600	–	–	0.01%	440
2015 Q4	$93K	Hold	3,600	–	–	0.01%	438
2015 Q3	$103K	Hold	3,600	–	–	0.01%	417
2015 Q2	$137K	Hold	3,600	–	–	0.02%	396
2015 Q1	$149K	Hold	3,600	–	–	0.02%	388
2014 Q4	$150K	Hold	3,600	–	–	0.02%	384
2014 Q3	$174K	Hold	3,600	–	–	0.02%	366
2014 Q2	$170K	Hold	3,600	–	–	0.02%	371
2014 Q1	$164K	Buy	+3,600	New	+$144K	0.02%	371

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 $113B AUM 34.64% 1-Year Est. Return

1IA

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

WhitTier Trust Company's ETP Position: Q4 2018 in Review

WhitTier Trust Company sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 875 shares — an estimated $19K sold.

WhitTier Trust Company first reported a position in ETP in Q1 2014 and held it in 19 quarters. The position peaked at $174K in Q3 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

WhitTier Trust Company reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
WhitTier Trust Company sold 875 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $19K.
WhitTier Trust Company first reported a position in Energy Transfer Partners, L.P. in Q1 2014 and held it in 19 quarters.
WhitTier Trust Company's Energy Transfer Partners, L.P. position peaked at $174K in Q3 2014.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on WhitTier Trust Company's 13F filing for Q4 2018, filed 7 Feb 2019.