Capital Wealth Planning’s Energy Transfer Partners L.p. ETP Stock Holding History

Capital Wealth Planning’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	-30,000	Closed	-$1.13M	–	96
2016 Q2	$1.13M	Hold	30,000	–	–	0.85%	26
2016 Q1	$970K	Hold	30,000	–	–	0.7%	30
2015 Q4	$1.01M	Hold	30,000	–	–	0.93%	30
2015 Q3	$1.27M	Hold	30,000	–	–	1.02%	29
2015 Q2	$1.57M	Hold	30,000	–	–	0.93%	24
2015 Q1	$1.67M	Hold	30,000	–	–	0.87%	24
2014 Q4	$1.95M	Hold	30,000	–	–	0.91%	19
2014 Q3	$1.92M	Buy	+30,000	New	+$1.73M	0.78%	29

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 21.71% 1-Year Est. Return

KACA

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 $871B AUM 31.28% 1-Year Est. Return

TCA

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 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

Capital Wealth Planning's ETP Position: Q3 2016 in Review

Capital Wealth Planning sold out of Energy Transfer Partners L.p. (ETP) in Q3 2016, closing a stake of 30,000 shares — an estimated $1.13M sold.

Capital Wealth Planning first reported a position in ETP in Q3 2014 and held it in 8 quarters. The position peaked at $1.95M in Q4 2014. 487 funds tracked by Wall St. Rank hold ETP as of Q3 2016.

Capital Wealth Planning reported no remaining Energy Transfer Partners L.p. position as of Q3 2016 after selling out during the quarter.
Capital Wealth Planning sold 30,000 Energy Transfer Partners L.p. shares in Q3 2016, an estimated $1.13M.
Capital Wealth Planning first reported a position in Energy Transfer Partners L.p. in Q3 2014 and held it in 8 quarters.
Capital Wealth Planning's Energy Transfer Partners L.p. position peaked at $1.95M in Q4 2014.
487 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2016.

Based on Capital Wealth Planning's 13F filing for Q3 2016, filed 15 Nov 2016.