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

Burt 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
2016 Q3	–	Sell	-333	Closed	-$12K	–	435
2016 Q2	$12K	Sell	333 -2,895	-90%	-$104K	0.01%	258
2016 Q1	$104K	Buy	+3,228	New	+$89.9K	0.09%	103
2015 Q4	–	Sell	-333	Closed	-$13K	–	552
2015 Q3	$13K	Hold	333	–	–	0.02%	229
2015 Q2	$17K	Hold	333	–	–	0.02%	227
2015 Q1	$41K	Hold	333	–	–	0.04%	153
2014 Q4	$22K	Buy	+333	New	+$21.3K	0.02%	187

Other funds holding ETP

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return