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

AmeriServ Wealth Advisors’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
2015 Q3	–	Sell	-6,395	Closed	-$243K	–	147
2015 Q2	$243K	Hold	6,395	–	–	0.28%	73
2015 Q1	$264K	Sell	6,395 -175	-3%	-$7.41K	0.3%	65
2014 Q4	$274K	Sell	6,570 -5,800	-47%	-$267K	0.27%	94
2014 Q3	$597K	Buy	12,370 +100	+0.8%	+$4.73K	1.03%	33
2014 Q2	$578K	Hold	12,270	–	–	0.62%	44
2014 Q1	$558K	Hold	12,270	–	–	0.56%	54
2013 Q4	$463K	Sell	12,270 -72	-0.6%	-$2.48K	0.28%	103
2013 Q3	$410K	Hold	12,342	–	–	0.26%	114
2013 Q2	$395K	Buy	+12,342	New	+$386K	0.25%	114

Other funds holding ETP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

AmeriServ Wealth Advisors's ETP Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2015, closing a stake of 6,395 shares — an estimated $243K sold.

AmeriServ Wealth Advisors first reported a position in ETP in Q2 2013 and held it in 9 quarters. The position peaked at $597K in Q3 2014. 269 funds tracked by Wall St. Rank hold ETP as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 6,395 Energy Transfer Partners, L.P. shares in Q3 2015, an estimated $243K.
AmeriServ Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 9 quarters.
AmeriServ Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $597K in Q3 2014.
269 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.