AI
ETP

Atria Investments’s Energy Transfer Partners L.p. ETP Stock Holding History

Atria Investments’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
-15,068
Closed -$550K – 811
2017
Q1 		$550K Sell
15,068
-8,188
-35% -$305K 0.04% 376
2016
Q4 		$833K Buy
23,256
+4,682
+25% +$167K 0.06% 252
2016
Q3 		$687K Sell
18,574
-7,394
-28% -$291K 0.06% 258
2016
Q2 		$984K Buy
25,968
+1,929
+8% +$69.1K 0.11% 170
2016
Q1 		$777K Buy
+24,039
New +$670K 0.09% 178

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 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 $1.07B AUM 34.04% 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

Atria Investments's ETP Position: Q2 2017 in Review

Atria Investments sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 15,068 shares — an estimated $550K sold.

Atria Investments first reported a position in ETP in Q1 2016 and held it in 5 quarters. The position peaked at $984K in Q2 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Atria Investments reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Atria Investments sold 15,068 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $550K.
  • Atria Investments first reported a position in Energy Transfer Partners L.p. in Q1 2016 and held it in 5 quarters.
  • Atria Investments's Energy Transfer Partners L.p. position peaked at $984K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Atria Investments's 13F filing for Q2 2017, filed 11 Jul 2017.