AWM
ETP

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

AllSquare Wealth 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
2016
Q4 		– Sell
-50
Closed -$2K – 376
2016
Q3 		$2K Buy
+50
New +$1.97K ﹤0.01% 298

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllSquare Wealth Management's ETP Position: Q4 2016 in Review

AllSquare Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q4 2016, closing a stake of 50 shares — an estimated $2K sold.

AllSquare Wealth Management first reported a position in ETP in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 498 funds tracked by Wall St. Rank hold ETP as of Q4 2016.

  • AllSquare Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q4 2016 after selling out during the quarter.
  • AllSquare Wealth Management sold 50 Energy Transfer Partners L.p. shares in Q4 2016, an estimated $2K.
  • AllSquare Wealth Management first reported a position in Energy Transfer Partners L.p. in Q3 2016 and held it in 1 quarter.
  • AllSquare Wealth Management's Energy Transfer Partners L.p. position peaked at $2K in Q3 2016.
  • 498 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2016.

Based on AllSquare Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.