BAIA
ETP

Bel Air Investment Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Bel Air Investment 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
2013
Q3 		$483K Hold
9,279
– – 0.07% 79
2013
Q2 		$469K Buy
+9,279
New +$457K 0.07% 80

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bel Air Investment Advisors's ETP Position: Q3 2013 in Review

Bel Air Investment Advisors held its Energy Transfer Partners L.p. (ETP) position steady in Q3 2013 at 9,279 shares worth $483K. The position accounts for 0.07% of the portfolio, ranked #79.

Bel Air Investment Advisors first reported a position in ETP in Q2 2013 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold ETP as of Q3 2013.

  • Bel Air Investment Advisors held 9,279 shares of Energy Transfer Partners L.p. worth $483K as of Q3 2013.
  • Bel Air Investment Advisors left its Energy Transfer Partners L.p. share count unchanged in Q3 2013.
  • Energy Transfer Partners L.p. made up 0.07% of Bel Air Investment Advisors's portfolio in Q3 2013, its #79 holding.
  • Bel Air Investment Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.