Evergreen Capital Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Evergreen Capital 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	-7,200	Closed	-$258K	–	118
2016 Q4	$258K	Sell	7,200 -1,600	-18%	-$57.1K	0.05%	105
2016 Q3	$325K	Buy	8,800 +1,600	+22%	+$62.9K	0.06%	90
2016 Q2	$274K	Hold	7,200	–	–	0.06%	90
2016 Q1	$233K	Buy	+7,200	New	+$201K	0.05%	84
2015 Q4	–	Sell	-7,350	Closed	-$302K	–	96
2015 Q3	$302K	Buy	7,350 +3,450	+88%	+$167K	0.08%	77
2015 Q2	$204K	Sell	3,900 -150	-4%	-$8.37K	0.05%	88
2015 Q1	$225K	Buy	4,050 +150	+4%	+$8.89K	0.05%	99
2014 Q4	$250K	Sell	3,900 -150	-4%	-$9.59K	0.05%	93
2014 Q3	$260K	Hold	4,050	–	–	0.05%	93
2014 Q2	$235K	Hold	4,050	–	–	0.05%	98
2014 Q1	$218K	Hold	4,050	–	–	0.04%	95
2013 Q4	$232K	Buy	4,050 +150	+4%	+$7.96K	0.04%	99
2013 Q3	$203K	Buy	+3,900	New	+$201K	0.03%	116

Other funds holding ETP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return