Cypress Asset Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Cypress Asset Management’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	-27,429	Closed	-$670K	–	214
2017 Q1	$670K	Sell	27,429 -292	-1%	-$7.29K	0.13%	130
2016 Q4	$666K	Sell	27,721 -94	-0.3%	-$2.38K	0.13%	130
2016 Q3	$790K	Sell	27,815 -1,417	-5%	-$41.2K	0.16%	121
2016 Q2	$840K	Sell	29,232 -16,226	-36%	-$447K	0.17%	118
2016 Q1	$1.14M	Sell	45,458 -854	-2%	-$19.4K	0.23%	99
2015 Q4	$1.19M	Sell	46,312 -1,510	-3%	-$41.8K	0.24%	98
2015 Q3	$1.37M	Sell	47,822 -7,782	-14%	-$264K	0.29%	87
2015 Q2	$2.12M	Sell	55,604 -446	-0.8%	-$18.2K	0.4%	74
2015 Q1	$2.32M	Sell	56,050 -1,900	-3%	-$80.5K	0.43%	67
2014 Q4	$2.42M	Sell	57,950 -900	-2%	-$41.4K	0.45%	63
2014 Q3	$2.84M	Sell	58,850 -4,050	-6%	-$192K	0.51%	60
2014 Q2	$2.96M	Sell	62,900 -6,650	-10%	-$303K	0.51%	62
2014 Q1	$3.16M	Sell	69,550 -7,900	-10%	-$316K	0.57%	57
2013 Q4	$2.92M	Sell	77,450 -500	-0.6%	-$17.3K	0.51%	61
2013 Q3	$2.59M	Sell	77,950 -400	-0.5%	-$12.8K	0.48%	61
2013 Q2	$2.5M	Buy	+78,350	New	+$2.45M	0.47%	61

Other funds holding ETP

HFA

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cypress Asset Management's ETP Position: Q2 2017 in Review

Cypress Asset Management sold out of Energy Transfer Partners, L.P. (ETP) in Q2 2017, closing a stake of 27,429 shares — an estimated $670K sold.

Cypress Asset Management first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $3.16M in Q1 2014. 471 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Cypress Asset Management reported no remaining Energy Transfer Partners, L.P. position as of Q2 2017 after selling out during the quarter.
Cypress Asset Management sold 27,429 Energy Transfer Partners, L.P. shares in Q2 2017, an estimated $670K.
Cypress Asset Management first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 16 quarters.
Cypress Asset Management's Energy Transfer Partners, L.P. position peaked at $3.16M in Q1 2014.
471 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2017.

Based on Cypress Asset Management's 13F filing for Q2 2017, filed 24 Jul 2017.