BC
ETP

Burney Company’s Energy Transfer Partners L.p. ETP Stock Holding History

Burney Company’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
2014
Q1 		– Sell
-6,391
Closed -$366K – 422
2013
Q4 		$366K Sell
6,391
-2,235
-26% -$119K 0.04% 314
2013
Q3 		$449K Sell
8,626
-5,813
-40% -$300K 0.05% 282
2013
Q2 		$730K Buy
+14,439
New +$712K 0.09% 218

Other funds holding ETP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Burney Company's ETP Position: Q1 2014 in Review

Burney Company sold out of Energy Transfer Partners L.p. (ETP) in Q1 2014, closing a stake of 6,391 shares — an estimated $366K sold.

Burney Company first reported a position in ETP in Q2 2013 and held it in 3 quarters. The position peaked at $730K in Q2 2013. 456 funds tracked by Wall St. Rank hold ETP as of Q1 2014.

  • Burney Company reported no remaining Energy Transfer Partners L.p. position as of Q1 2014 after selling out during the quarter.
  • Burney Company sold 6,391 Energy Transfer Partners L.p. shares in Q1 2014, an estimated $366K.
  • Burney Company first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 3 quarters.
  • Burney Company's Energy Transfer Partners L.p. position peaked at $730K in Q2 2013.
  • 456 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2014.

Based on Burney Company's 13F filing for Q1 2014, filed 6 May 2014.