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

FAS Wealth Partners’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	–	Hold	0	–	–	–	161
2016 Q4	–	Hold	0	–	–	–	146
2016 Q3	–	Hold	0	–	–	–	138
2016 Q2	–	Hold	0	–	–	–	134
2015 Q4	–	Sell	-6,638	Closed	-$260K	–	122
2015 Q3	$273K	Buy	+6,638	New	+$322K	0.16%	81
2015 Q2	–	Hold	0	–	–	–	71
2014 Q3	–	Sell	-6,448	Closed	-$374K	–	101
2014 Q2	$374K	Buy	6,448 +232	+4%	+$13K	0.22%	51
2014 Q1	$334K	Sell	6,216 -225	-3%	-$12.2K	0.23%	54
2013 Q4	$369K	Buy	+6,441	New	+$342K	0.22%	51

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

FAS Wealth Partners's ETP Position: Q1 2017 in Review

FAS Wealth Partners held its Energy Transfer Partners L.p. (ETP) position steady in Q1 2017 at 0 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #161.

FAS Wealth Partners first reported a position in ETP in Q4 2013 and has held it in 4 quarters since. The position peaked at $374K in Q2 2014. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

FAS Wealth Partners held 0 shares of Energy Transfer Partners L.p. worth $208K as of Q1 2017.
FAS Wealth Partners left its Energy Transfer Partners L.p. share count unchanged in Q1 2017.
Energy Transfer Partners L.p. made up 0.06% of FAS Wealth Partners's portfolio in Q1 2017, its #161 holding.
FAS Wealth Partners first reported a position in Energy Transfer Partners L.p. in Q4 2013 and has held it in 4 quarters since.
FAS Wealth Partners's Energy Transfer Partners L.p. position peaked at $374K in Q2 2014.
468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on FAS Wealth Partners's 13F filing for Q1 2017, filed 8 May 2017.