WSTAM
ETP

Wilbanks Smith & Thomas Asset Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Wilbanks Smith & Thomas Asset 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
-1,500
Closed -$33K – 1564
2018
Q3 		$33K Buy
+1,500
New +$32.6K ﹤0.01% 777

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

Wilbanks Smith & Thomas Asset Management's ETP Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 1,500 shares — an estimated $33K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ETP in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,500 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $33K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Energy Transfer Partners, L.P. in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Energy Transfer Partners, L.P. position peaked at $33K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.