FIM
ETP

Fernwood Investment Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Fernwood Investment 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
Q3 		– Sell
-10,770
Closed -$220K – 147
2017
Q2 		$220K Buy
+10,770
New +$240K 0.16% 124

Other funds holding ETP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fernwood Investment Management's ETP Position: Q3 2017 in Review

Fernwood Investment Management sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2017, closing a stake of 10,770 shares — an estimated $220K sold.

Fernwood Investment Management first reported a position in ETP in Q2 2017 and held it in 1 quarter. The position peaked at $220K in Q2 2017. 487 funds tracked by Wall St. Rank hold ETP as of Q3 2017.

  • Fernwood Investment Management reported no remaining Energy Transfer Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Fernwood Investment Management sold 10,770 Energy Transfer Partners, L.P. shares in Q3 2017, an estimated $220K.
  • Fernwood Investment Management first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 1 quarter.
  • Fernwood Investment Management's Energy Transfer Partners, L.P. position peaked at $220K in Q2 2017.
  • 487 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2017.

Based on Fernwood Investment Management's 13F filing for Q3 2017, filed 9 Nov 2017.