ACM
ETP

Azimuth Capital Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Azimuth Capital 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
2016
Q4 		– Sell
-104,559
Closed -$3.87M – 288
2016
Q3 		$3.87M Buy
104,559
+129
+0.1% +$5.07K 0.34% 96
2016
Q2 		$3.98M Buy
104,430
+2,540
+2% +$91K 0.36% 95
2016
Q1 		$3.29M Buy
101,890
+18,165
+22% +$506K 0.31% 104
2015
Q4 		$2.82M Buy
83,725
+36,703
+78% +$1.44M 0.28% 125
2015
Q3 		$1.93M Sell
47,022
-1,685
-3% -$81.7K 0.2% 148
2015
Q2 		$2.54M Buy
48,707
+171
+0.4% +$9.54K 0.25% 135
2015
Q1 		$2.71M Buy
48,536
+3,130
+7% +$186K 0.26% 132
2014
Q4 		$2.95M Buy
45,406
+2,395
+6% +$153K 0.3% 109
2014
Q3 		$2.75M Buy
43,011
+3,385
+9% +$196K 0.3% 101
2014
Q2 		$2.3M Buy
39,626
+2,771
+8% +$155K 0.26% 124
2014
Q1 		$1.98M Buy
36,855
+545
+2% +$29.6K 0.24% 128
2013
Q4 		$2.08M Buy
36,310
+2,780
+8% +$148K 0.25% 126
2013
Q3 		$1.75M Buy
33,530
+1,155
+4% +$59.6K 0.24% 130
2013
Q2 		$1.64M Buy
+32,375
New +$1.6M 0.29% 112

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HFA
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O
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KACA
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Goldman Sachs
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TCA
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Morgan Stanley
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return