Avior Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Avior Wealth Management’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	-1,672	Closed	-$61K	–	524
2017 Q1	$61K	Hold	1,672	–	–	0.02%	217
2016 Q4	$60K	Sell	1,672 -88	-5%	-$3.14K	0.02%	201
2016 Q3	$65K	Hold	1,760	–	–	0.03%	205
2016 Q2	$67K	Buy	1,760 +78	+5%	+$2.79K	0.03%	185
2016 Q1	$54K	Buy	1,682 +382	+29%	+$10.6K	0.02%	204
2015 Q4	$44K	Hold	1,300	–	–	0.02%	186
2015 Q3	$53K	Hold	1,300	–	–	0.03%	167
2015 Q2	$68K	Hold	1,300	–	–	0.05%	119
2015 Q1	$72K	Hold	1,300	–	–	0.06%	118
2014 Q4	$85K	Sell	1,300 -210	-14%	-$13.4K	0.07%	103
2014 Q3	$97K	Hold	1,510	–	–	0.08%	96
2014 Q2	$88K	Hold	1,510	–	–	0.07%	102
2014 Q1	$81K	Buy	+1,510	New	+$81.9K	0.07%	98

Other funds holding ETP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return