ACS
ETP

Archford Capital Strategies’s Energy Transfer Partners L.p. ETP Stock Holding History

Archford Capital Strategies’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
-695
Closed -$25K – 752
2017
Q1 		$25K Sell
695
-180
-21% -$6.69K 0.01% 345
2016
Q4 		$31K Buy
875
+105
+14% +$3.74K 0.01% 291
2016
Q3 		$28K Sell
770
-110
-13% -$4.32K 0.01% 306
2016
Q2 		$34K Buy
+880
New +$31.5K 0.02% 287
2016
Q1 		– Sell
-620
Closed -$21K – 771
2015
Q4 		$21K Hold
620
– – 0.01% 370
2015
Q3 		$25K Hold
620
– – 0.02% 256
2015
Q2 		$32K Hold
620
– – 0.02% 228
2015
Q1 		$34.6K Hold
620
– – 0.02% 229
2014
Q4 		$40K Hold
620
– – 0.03% 226
2014
Q3 		$40K Hold
620
– – 0.03% 225
2014
Q2 		$35.9K Hold
620
– – 0.03% 241
2014
Q1 		$33.3K Buy
+620
New +$33.6K 0.03% 258

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

Archford Capital Strategies's ETP Position: Q2 2017 in Review

Archford Capital Strategies sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 695 shares — an estimated $25K sold.

Archford Capital Strategies first reported a position in ETP in Q1 2014 and held it in 12 quarters. The position peaked at $40K in Q4 2014. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Archford Capital Strategies reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 695 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $25K.
  • Archford Capital Strategies first reported a position in Energy Transfer Partners L.p. in Q1 2014 and held it in 12 quarters.
  • Archford Capital Strategies's Energy Transfer Partners L.p. position peaked at $40K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.