Evercore Wealth Management
ETP

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

Evercore 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
Q2 		– Sell
-12,025
Closed -$439K – 1083
2017
Q1 		$439K Buy
12,025
+1,200
+11% +$44.6K 0.02% 277
2016
Q4 		$388K Sell
10,825
-1,200
-10% -$42.8K 0.02% 274
2016
Q3 		$445K Buy
12,025
+43
+0.4% +$1.69K 0.02% 257
2016
Q2 		$456K Buy
11,982
+857
+8% +$30.7K 0.02% 249
2016
Q1 		$360K Sell
11,125
-10,130
-48% -$282K 0.02% 284
2015
Q4 		$717K Sell
21,255
-10,270
-33% -$403K 0.03% 215
2015
Q3 		$1.29M Sell
31,525
-5,845
-16% -$283K 0.06% 160
2015
Q2 		$1.95M Hold
37,370
– – 0.09% 139
2015
Q1 		$2.08M Buy
37,370
+30,000
+407% +$1.78M 0.1% 137
2014
Q4 		$480K Buy
7,370
+345
+5% +$22.1K 0.02% 247
2014
Q3 		$450K Sell
7,025
-2,200
-24% -$127K 0.02% 278
2014
Q2 		$535K Buy
9,225
+4,500
+95% +$252K 0.03% 261
2014
Q1 		$256K Buy
4,725
+800
+20% +$43.4K 0.01% 342
2013
Q4 		$225K Sell
3,925
-1,007
-20% -$53.4K 0.01% 354
2013
Q3 		$256K Buy
4,932
+1,407
+40% +$72.6K 0.01% 375
2013
Q2 		$177K Buy
+3,525
New +$174K 0.01% 412

Other funds holding ETP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Evercore Wealth Management's ETP Position: Q2 2017 in Review

Evercore Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 12,025 shares — an estimated $439K sold.

Evercore Wealth Management first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $2.08M in Q1 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Evercore Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 12,025 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $439K.
  • Evercore Wealth Management first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
  • Evercore Wealth Management's Energy Transfer Partners L.p. position peaked at $2.08M in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.