Boston Financial Management
ETP

Boston Financial Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Boston Financial 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
-8,400
Closed -$307K – 290
2017
Q1 		$307K Hold
8,400
– – 0.02% 229
2016
Q4 		$301K Hold
8,400
– – 0.02% 236
2016
Q3 		$311K Hold
8,400
– – 0.03% 218
2016
Q2 		$320K Hold
8,400
– – 0.03% 214
2016
Q1 		$272K Sell
8,400
-400
-5% -$11.1K 0.04% 158
2015
Q4 		$297K Sell
8,800
-29,883
-77% -$1.17M 0.04% 162
2015
Q3 		$1.59M Sell
38,683
-4,775
-11% -$231K 0.23% 112
2015
Q2 		$2.27M Buy
43,458
+2,875
+7% +$160K 0.29% 101
2015
Q1 		$2.26M Buy
40,583
+6,370
+19% +$378K 0.28% 102
2014
Q4 		$2.22M Buy
34,213
+6,055
+22% +$387K 0.28% 102
2014
Q3 		$1.8M Buy
28,158
+4,125
+17% +$239K 0.24% 112
2014
Q2 		$1.39M Buy
24,033
+325
+1% +$18.2K 0.18% 129
2014
Q1 		$1.27M Sell
23,708
-350
-1% -$19K 0.17% 135
2013
Q4 		$1.38M Buy
24,058
+350
+1% +$18.6K 0.19% 128
2013
Q3 		$1.23M Buy
23,708
+3,713
+19% +$192K 0.19% 126
2013
Q2 		$1.01M Buy
+19,995
New +$985K 0.16% 133

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

Boston Financial Management's ETP Position: Q2 2017 in Review

Boston Financial Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 8,400 shares — an estimated $307K sold.

Boston Financial Management first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $2.27M in Q2 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Boston Financial Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Boston Financial Management sold 8,400 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $307K.
  • Boston Financial Management first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
  • Boston Financial Management's Energy Transfer Partners L.p. position peaked at $2.27M in Q2 2015.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Boston Financial Management's 13F filing for Q2 2017, filed 27 Jul 2017.