EWM
ETP

Edge Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Edge Wealth 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
Q1 		– Sell
-929
Closed -$33K – 567
2016
Q4 		$33K Hold
929
– – 0.01% 224
2016
Q3 		$34K Sell
929
-95
-9% -$3.73K 0.01% 218
2016
Q2 		$39K Sell
1,024
-86
-8% -$3.08K 0.02% 194
2016
Q1 		$36K Sell
1,110
-784
-41% -$21.8K 0.02% 193
2015
Q4 		$63K Sell
1,894
-12,242
-87% -$480K 0.02% 168
2015
Q3 		$553K Buy
14,136
+5,100
+56% +$247K 0.21% 63
2015
Q2 		$472K Buy
9,036
+6,268
+226% +$350K 0.16% 66
2015
Q1 		$132K Sell
2,768
-471
-15% -$27.9K 0.04% 120
2014
Q4 		$212K Buy
+3,239
New +$207K 0.08% 100

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return