BRWA
ETP

B. Riley Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

B. Riley Wealth Advisors’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
-9,145
Closed -$335K – 574
2017
Q1 		$335K Buy
9,145
+2,038
+29% +$75.8K 0.07% 312
2016
Q4 		$255K Sell
7,107
-428
-6% -$15.3K 0.05% 387
2016
Q3 		$280K Sell
7,535
-585
-7% -$23K 0.05% 421
2016
Q2 		$310K Sell
8,120
-1,273
-14% -$45.6K 0.06% 384
2016
Q1 		$304K Sell
9,393
-2,591
-22% -$72.2K 0.07% 352
2015
Q4 		$405K Sell
11,984
-18,841
-61% -$739K 0.08% 290
2015
Q3 		$1.27M Buy
30,825
+13,525
+78% +$656K 0.3% 85
2015
Q2 		$905K Buy
17,300
+12,154
+236% +$678K 0.22% 117
2015
Q1 		$287K Buy
5,146
+599
+13% +$35.5K 0.07% 371
2014
Q4 		$296K Buy
4,547
+386
+9% +$24.7K 0.01% 1132
2014
Q3 		$266K Buy
4,161
+1,825
+78% +$106K 0.07% 399
2014
Q2 		$135K Sell
2,336
-775
-25% -$43.5K 0.03% 602
2014
Q1 		$167K Buy
3,111
+211
+7% +$11.4K 0.05% 447
2013
Q4 		$166K Hold
2,900
– – 0.05% 404
2013
Q3 		$151K Sell
2,900
-1,066
-27% -$55K 0.05% 423
2013
Q2 		$200K Buy
+3,966
New +$195K 0.07% 319

Other funds holding ETP

Tortoise Capital Advisors
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 $984M AUM 41.12% 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 $183M AUM 1.21% 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
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

B. Riley Wealth Advisors's ETP Position: Q2 2017 in Review

B. Riley Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 9,145 shares — an estimated $335K sold.

B. Riley Wealth Advisors first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $1.27M in Q3 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • B. Riley Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,145 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $335K.
  • B. Riley Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Energy Transfer Partners L.p. position peaked at $1.27M in Q3 2015.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.