Creative Planning
ETP

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

Creative 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
-3,300
Closed -$33K – 4995
2016
Q2 		$33K Buy
+3,300
New +$118K ﹤0.01% 2437

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 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 $974M AUM 21.37% 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 $4.48B AUM 19.29% 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 $6.84B AUM 17.28% 1-Year Est. Return

Creative Planning's ETP Position: Q2 2017 in Review

Creative Planning sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 2,728,748 shares — an estimated $99.7M sold.

Creative Planning first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $99.7M in Q1 2017. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Creative Planning reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 2,728,748 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $99.7M.
  • Creative Planning first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Energy Transfer Partners L.p. position peaked at $99.7M in Q1 2017.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.