Commonwealth Financial Services’s Energy Transfer Partners L.p. ETP Stock Holding History

Commonwealth Financial 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 Q1	$61K	Hold	1,675	–	–	0.07%	88
2016 Q4	$60K	Hold	1,675	–	–	0.06%	81
2016 Q3	$62K	Sell	1,675 -207	-11%	-$8.14K	0.06%	75
2016 Q2	$72K	Hold	1,882	–	–	0.08%	78
2016 Q1	$61K	Hold	1,882	–	–	0.09%	76
2015 Q4	$63K	Sell	1,882 -2,210	-54%	-$86.7K	0.21%	62
2015 Q3	$168K	Hold	4,092	–	–	0.2%	48
2015 Q2	$214K	Buy	4,092 +693	+20%	+$38.7K	0.23%	45
2015 Q1	$189K	Buy	3,399 +198	+6%	+$11.7K	0.17%	52
2014 Q4	$208K	Buy	+3,201	New	+$205K	0.19%	48

Other funds holding ETP

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

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

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

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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