WEC
ETP

Winslow Evans & Crocker’s Energy Transfer Partners, L.P. ETP Stock Holding History

Winslow Evans & Crocker’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
-53,604
Closed -$1.2M – 1157
2018
Q3 		$1.2M Sell
53,604
-860
-2% -$18.7K 0.36% 65
2018
Q2 		$1.04M Buy
54,464
+7,592
+16% +$140K 0.33% 75
2018
Q1 		$760K Sell
46,872
-3,508
-7% -$65.2K 0.25% 95
2017
Q4 		$903K Sell
50,380
-2,816
-5% -$48.6K 0.29% 81
2017
Q3 		$973K Buy
53,196
+4,213
+9% +$81.8K 0.32% 69
2017
Q2 		$999K Buy
48,983
+41,257
+534% +$920K 0.27% 83
2017
Q1 		$189K Sell
7,726
-11,840
-61% -$295K 0.06% 303
2016
Q4 		$470K Buy
19,566
+550
+3% +$13.9K 0.14% 152
2016
Q3 		$540K Sell
19,016
-610
-3% -$17.7K 0.15% 139
2016
Q2 		$564K Hold
19,626
– – 0.17% 132
2016
Q1 		$492K Sell
19,626
-616
-3% -$14K 0.15% 149
2015
Q4 		$520K Sell
20,242
-2,810
-12% -$77.8K 0.15% 150
2015
Q3 		$661K Sell
23,052
-342
-1% -$11.6K 0.21% 113
2015
Q2 		$890K Sell
23,394
-298
-1% -$12.2K 0.25% 92
2015
Q1 		$979K Sell
23,692
-2,424
-9% -$103K 0.28% 80
2014
Q4 		$1.09M Sell
26,116
-7,342
-22% -$338K 0.31% 76
2014
Q3 		$1.61M Buy
33,458
+8,294
+33% +$392K 0.46% 50
2014
Q2 		$1.19M Sell
25,164
-110
-0.4% -$5.01K 0.39% 62
2014
Q1 		$1.15M Sell
25,274
-52
-0.2% -$2.08K 0.4% 59
2013
Q4 		$956K Buy
+25,326
New +$874K 0.33% 77

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

Winslow Evans & Crocker's ETP Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 53,604 shares — an estimated $1.2M sold.

Winslow Evans & Crocker first reported a position in ETP in Q4 2013 and held it in 20 quarters. The position peaked at $1.61M in Q3 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Winslow Evans & Crocker reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 53,604 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $1.2M.
  • Winslow Evans & Crocker first reported a position in Energy Transfer Partners, L.P. in Q4 2013 and held it in 20 quarters.
  • Winslow Evans & Crocker's Energy Transfer Partners, L.P. position peaked at $1.61M in Q3 2014.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.