CIBC Private Wealth Group
ETP

CIBC Private Wealth Group’s Energy Transfer Partners L.p. ETP Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-12,214,709
Closed -$446M – 632
2017
Q1 		$446M Sell
12,214,709
-183,260
-1% -$6.82M 2.8% 2
2016
Q4 		$444M Buy
12,397,969
+778,364
+7% +$27.8M 2.94% 2
2016
Q3 		$430M Buy
11,619,605
+43,155
+0.4% +$1.7M 2.98% 2
2016
Q2 		$441M Buy
11,576,450
+1,374,073
+13% +$49.2M 3.22% 1
2016
Q1 		$330M Buy
10,202,377
+1,972,331
+24% +$55M 2.55% 3
2015
Q4 		$278M Buy
8,230,046
+2,875,378
+54% +$113M 2.17% 3
2015
Q3 		$220M Buy
5,354,668
+1,263,472
+31% +$61.3M 1.81% 5
2015
Q2 		$214M Buy
4,091,196
+1,849,806
+83% +$103M 1.55% 7
2015
Q1 		$125M Sell
2,241,390
-742,843
-25% -$44.1M 0.92% 30
2014
Q4 		$194M Sell
2,984,233
-161,819
-5% -$10.3M 1.48% 10
2014
Q3 		$201M Buy
3,146,052
+897,832
+40% +$51.9M 1.58% 9
2014
Q2 		$130M Sell
2,248,220
-1,479,674
-40% -$83M 1.06% 21
2014
Q1 		$203M Buy
+3,727,894
New +$202M 1.72% 5

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 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
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CIBC Private Wealth Group's ETP Position: Q2 2017 in Review

CIBC Private Wealth Group sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 12,214,709 shares — an estimated $446M sold.

CIBC Private Wealth Group first reported a position in ETP in Q1 2014 and held it in 13 quarters. The position peaked at $446M in Q1 2017. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • CIBC Private Wealth Group reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • CIBC Private Wealth Group sold 12,214,709 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $446M.
  • CIBC Private Wealth Group first reported a position in Energy Transfer Partners L.p. in Q1 2014 and held it in 13 quarters.
  • CIBC Private Wealth Group's Energy Transfer Partners L.p. position peaked at $446M in Q1 2017.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on CIBC Private Wealth Group's 13F filing for Q2 2017, filed 9 Aug 2017.