Apriem Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Apriem 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	-160	Closed	-$8K	–	682
2015 Q2	$8K	Hold	160	–	–	﹤0.01%	446
2015 Q1	$9K	Sell	160 -340	-68%	-$20.2K	﹤0.01%	429
2014 Q4	$33K	Sell	500 -2,098	-81%	-$134K	0.01%	239
2014 Q3	$166K	Buy	2,598 +300	+13%	+$17.3K	0.06%	112
2014 Q2	$133K	Sell	2,298 -110	-5%	-$6.17K	0.05%	134
2014 Q1	$130K	Buy	2,408 +75	+3%	+$4.07K	0.05%	141
2013 Q4	$134K	Buy	2,333 +10	+0.4%	+$531	0.05%	131
2013 Q3	$121K	Buy	2,323 +115	+5%	+$5.93K	0.05%	132
2013 Q2	$112K	Buy	+2,208	New	+$109K	0.05%	137

Other funds holding ETP

KACA

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Apriem Advisors's ETP Position: Q3 2015 in Review

Apriem Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q3 2015, closing a stake of 160 shares — an estimated $8K sold.

Apriem Advisors first reported a position in ETP in Q2 2013 and held it in 9 quarters. The position peaked at $166K in Q3 2014. 531 funds tracked by Wall St. Rank hold ETP as of Q3 2015.

Apriem Advisors reported no remaining Energy Transfer Partners L.p. position as of Q3 2015 after selling out during the quarter.
Apriem Advisors sold 160 Energy Transfer Partners L.p. shares in Q3 2015, an estimated $8K.
Apriem Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 9 quarters.
Apriem Advisors's Energy Transfer Partners L.p. position peaked at $166K in Q3 2014.
531 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.