Advocacy Wealth Management Services’s Energy Transfer Partners L.p. ETP Stock Holding History

Advocacy Wealth Management Services’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
2017 Q2	–	Sell	-407	Closed	-$15K	–	323
2017 Q1	$15K	Hold	407	–	–	0.01%	175
2016 Q4	$15K	Sell	407 -127	-24%	-$4.53K	﹤0.01%	166
2016 Q3	$20K	Sell	534 -9,551	-95%	-$375K	0.01%	213
2016 Q2	$384K	Sell	10,085 -8,517	-46%	-$305K	0.19%	45
2016 Q1	$602K	Sell	18,602 -9,653	-34%	-$269K	0.42%	40
2015 Q4	$956K	Buy	+28,255	New	+$1.11M	1.08%	24

Other funds holding ETP

TCA

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

GIM

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Advocacy Wealth Management Services's ETP Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 407 shares — an estimated $15K sold.

Advocacy Wealth Management Services first reported a position in ETP in Q4 2015 and held it in 6 quarters. The position peaked at $956K in Q4 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Advocacy Wealth Management Services reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 407 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $15K.
Advocacy Wealth Management Services first reported a position in Energy Transfer Partners L.p. in Q4 2015 and held it in 6 quarters.
Advocacy Wealth Management Services's Energy Transfer Partners L.p. position peaked at $956K in Q4 2015.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.