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	–	566
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

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

Edge Wealth Management's ETP Position: Q1 2017 in Review

Edge Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q1 2017, closing a stake of 929 shares — an estimated $33K sold.

Edge Wealth Management first reported a position in ETP in Q4 2014 and held it in 9 quarters. The position peaked at $553K in Q3 2015. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

Edge Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q1 2017 after selling out during the quarter.
Edge Wealth Management sold 929 Energy Transfer Partners L.p. shares in Q1 2017, an estimated $33K.
Edge Wealth Management first reported a position in Energy Transfer Partners L.p. in Q4 2014 and held it in 9 quarters.
Edge Wealth Management's Energy Transfer Partners L.p. position peaked at $553K in Q3 2015.
468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.