Acropolis Investment Management’s Energy Transfer Partners ET Stock Holding History

Acropolis Investment Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,454	Closed	-$115K	–	144
2019 Q1	$115K	Buy	+7,454	New	+$111K	0.02%	137
2015 Q2	–	Sell	-76,520	Closed	-$2.42M	–	136
2015 Q1	$2.42M	Hold	76,520	–	–	0.45%	29
2014 Q4	$2.2M	Hold	76,520	–	–	0.43%	35
2014 Q3	$2.36M	Hold	76,520	–	–	0.47%	30
2014 Q2	$2.25M	Hold	76,520	–	–	0.46%	32
2014 Q1	$1.79M	Hold	76,520	–	–	0.37%	41
2013 Q4	$1.56M	Sell	76,520 -7,700	-9%	-$139K	0.34%	46
2013 Q3	$1.38M	Hold	84,220	–	–	0.29%	51
2013 Q2	$1.26M	Buy	+84,220	New	+$1.23M	0.27%	53

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Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return