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

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Burt Wealth Advisors's ETP Position: Q3 2016 in Review

Burt Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q3 2016, closing a stake of 333 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in ETP in Q4 2014 and held it in 6 quarters. The position peaked at $104K in Q1 2016. 488 funds tracked by Wall St. Rank hold ETP as of Q3 2016.

Burt Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q3 2016 after selling out during the quarter.
Burt Wealth Advisors sold 333 Energy Transfer Partners L.p. shares in Q3 2016, an estimated $12K.
Burt Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q4 2014 and held it in 6 quarters.
Burt Wealth Advisors's Energy Transfer Partners L.p. position peaked at $104K in Q1 2016.
488 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2016.

Based on Burt Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.