First Heartland Consultants’s Energy Transfer Partners L.p. ETP Stock Holding History

First Heartland Consultants’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	-10,177	Closed	-$372K	–	368
2017 Q1	$372K	Sell	10,177 -1,870	-16%	-$69.5K	0.1%	227
2016 Q4	$431K	Buy	12,047 +2,587	+27%	+$92.3K	0.13%	195
2016 Q3	$350K	Sell	9,460 -2,487	-21%	-$97.8K	0.1%	212
2016 Q2	$455K	Buy	11,947 +14	+0.1%	+$501	0.05%	167
2016 Q1	$386K	Sell	11,933 -179	-1%	-$4.99K	0.15%	166
2015 Q4	$409K	Sell	12,112 -1,484	-11%	-$58.2K	0.16%	158
2015 Q3	$558K	Sell	13,596 -3,767	-22%	-$183K	0.23%	121
2015 Q2	$906K	Buy	17,363 +1,298	+8%	+$72.4K	0.25%	82
2015 Q1	$896K	Sell	16,065 -692	-4%	-$41K	0.34%	84
2014 Q4	$1.09M	Buy	16,757 +867	+5%	+$55.4K	0.45%	60
2014 Q3	$1.02M	Buy	15,890 +262	+2%	+$15.2K	0.45%	55
2014 Q2	$906K	Buy	15,628 +66	+0.4%	+$3.7K	0.41%	72
2014 Q1	$837K	Buy	15,562 +434	+3%	+$23.5K	0.41%	69
2013 Q4	$866K	Buy	15,128 +284	+2%	+$15.1K	0.49%	62
2013 Q3	$778K	Buy	14,844 +204	+1%	+$10.5K	0.47%	59
2013 Q2	$740K	Buy	+14,640	New	+$722K	0.43%	61

Other funds holding ETP

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, 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 Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

First Heartland Consultants's ETP Position: Q2 2017 in Review

First Heartland Consultants sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 10,177 shares — an estimated $372K sold.

First Heartland Consultants first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $1.09M in Q4 2014. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

First Heartland Consultants reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
First Heartland Consultants sold 10,177 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $372K.
First Heartland Consultants first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
First Heartland Consultants's Energy Transfer Partners L.p. position peaked at $1.09M in Q4 2014.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on First Heartland Consultants's 13F filing for Q2 2017, filed 26 Jul 2017.