YorkBridge Wealth Partners’s Energy Transfer Partners, L.P. ETP Stock Holding History

YorkBridge Wealth Partners’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	-750	Closed	-$17K	–	800
2018 Q3	$17K	Hold	750	–	–	0.01%	556
2018 Q2	$14K	Hold	750	–	–	0.01%	590
2018 Q1	$13K	Hold	750	–	–	0.01%	596
2017 Q4	$14K	Sell	750 -918	-55%	-$15.8K	0.01%	602
2017 Q3	$31K	Sell	1,668 -92	-5%	-$1.79K	0.02%	436
2017 Q2	$37K	Buy	+1,760	New	+$39.2K	0.02%	410
2017 Q1	–	Sell	-750	Closed	-$18K	–	952
2016 Q4	$18K	Buy	+750	New	+$19K	0.01%	488

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

YorkBridge Wealth Partners's ETP Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 750 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in ETP in Q4 2016 and held it in 7 quarters. The position peaked at $37K in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 750 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Energy Transfer Partners, L.P. in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Energy Transfer Partners, L.P. position peaked at $37K in Q2 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.