CIAS
ETP

Capital Investment Advisory Services’s Energy Transfer Partners L.p. ETP Stock Holding History

Capital Investment Advisory Services’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
Q3 		– Sell
-12,151
Closed -$248K – 180
2017
Q2 		$248K Buy
+12,151
New +$435K 0.16% 137

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Capital Investment Advisory Services's ETP Position: Q3 2017 in Review

Capital Investment Advisory Services sold out of Energy Transfer Partners L.p. (ETP) in Q3 2017, closing a stake of 12,151 shares — an estimated $248K sold.

Capital Investment Advisory Services first reported a position in ETP in Q2 2017 and held it in 1 quarter. The position peaked at $248K in Q2 2017. 29 funds tracked by Wall St. Rank hold ETP as of Q3 2017.

  • Capital Investment Advisory Services reported no remaining Energy Transfer Partners L.p. position as of Q3 2017 after selling out during the quarter.
  • Capital Investment Advisory Services sold 12,151 Energy Transfer Partners L.p. shares in Q3 2017, an estimated $248K.
  • Capital Investment Advisory Services first reported a position in Energy Transfer Partners L.p. in Q2 2017 and held it in 1 quarter.
  • Capital Investment Advisory Services's Energy Transfer Partners L.p. position peaked at $248K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2017.

Based on Capital Investment Advisory Services's 13F filing for Q3 2017, filed 31 Oct 2017.