AIM
ETP

Allen Investment Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Allen Investment 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
2017
Q2 		– Sell
-12,070
Closed -$441K – 237
2017
Q1 		$441K Hold
12,070
– – 0.02% 163
2016
Q4 		$432K Hold
12,070
– – 0.03% 156
2016
Q3 		$447K Hold
12,070
– – 0.03% 141
2016
Q2 		$460K Hold
12,070
– – 0.03% 141
2016
Q1 		$390K Hold
12,070
– – 0.03% 149
2015
Q4 		$407K Buy
+12,070
New +$474K 0.03% 149

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 $1.41B AUM 25.38% 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 $7.59B AUM 23.38% 1-Year Est. Return

Allen Investment Management's ETP Position: Q2 2017 in Review

Allen Investment Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 12,070 shares — an estimated $441K sold.

Allen Investment Management first reported a position in ETP in Q4 2015 and held it in 6 quarters. The position peaked at $460K in Q2 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Allen Investment Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Allen Investment Management sold 12,070 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $441K.
  • Allen Investment Management first reported a position in Energy Transfer Partners L.p. in Q4 2015 and held it in 6 quarters.
  • Allen Investment Management's Energy Transfer Partners L.p. position peaked at $460K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Allen Investment Management's 13F filing for Q2 2017, filed 8 Aug 2017.