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 23.41% 1-Year Est. Return

HFA

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Commonwealth Financial Services's ETP Position: Q1 2017 in Review

Commonwealth Financial Services held its Energy Transfer Partners L.p. (ETP) position steady in Q1 2017 at 1,675 shares worth $61K. The position accounts for 0.07% of the portfolio, ranked #88.

Commonwealth Financial Services first reported a position in ETP in Q4 2014 and has held it in 10 quarters since. The position peaked at $214K in Q2 2015. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

Commonwealth Financial Services held 1,675 shares of Energy Transfer Partners L.p. worth $61K as of Q1 2017.
Commonwealth Financial Services left its Energy Transfer Partners L.p. share count unchanged in Q1 2017.
Energy Transfer Partners L.p. made up 0.07% of Commonwealth Financial Services's portfolio in Q1 2017, its #88 holding.
Commonwealth Financial Services first reported a position in Energy Transfer Partners L.p. in Q4 2014 and has held it in 10 quarters since.
Commonwealth Financial Services's Energy Transfer Partners L.p. position peaked at $214K in Q2 2015.
468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.