APSP
ETP

Asset Planning Services (Pennsylvania)’s Energy Transfer Partners L.p. ETP Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q1 		– Sell
-1
Closed – – 325
2016
Q4 		$0 Hold
1
– – ﹤0.01% 294
2016
Q3 		$0 Hold
1
– – ﹤0.01% 307
2016
Q2 		$0 Hold
1
– – ﹤0.01% 301
2016
Q1 		$0 Hold
1
– – ﹤0.01% 273
2015
Q4 		$0 Hold
1
– – ﹤0.01% 252
2015
Q3 		$0 Hold
1
– – ﹤0.01% 266
2015
Q2 		$0 Buy
+1
New +$56 ﹤0.01% 251

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ETP Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Energy Transfer Partners L.p. (ETP) in Q1 2017, closing a stake of 1 share.

Asset Planning Services (Pennsylvania) first reported a position in ETP in Q2 2015 and held it in 7 quarters. The position peaked at $0 in Q4 2016. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Energy Transfer Partners L.p. position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1 Energy Transfer Partners L.p. share in Q1 2017.
  • Asset Planning Services (Pennsylvania) first reported a position in Energy Transfer Partners L.p. in Q2 2015 and held it in 7 quarters.
  • Asset Planning Services (Pennsylvania)'s Energy Transfer Partners L.p. position peaked at $0 in Q4 2016.
  • 468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.