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 Q2	–	Hold	0	–	-$208K	–	171
2017 Q1	–	Hold	0	–	–	–	161
2016 Q4	–	Hold	0	–	–	–	146
2016 Q3	–	Hold	0	–	–	–	138
2016 Q2	–	Hold	0	–	–	–	134
2016 Q1	–	Hold	0	–	-$205K	–	137
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

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

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return