Forvis Mazars Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Forvis Mazars Wealth Advisors’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
2015 Q4	–	Sell	-10,800	Closed	-$444K	–	203
2015 Q3	$444K	Hold	10,800	–	–	0.08%	110
2015 Q2	$564K	Hold	10,800	–	–	0.08%	96
2015 Q1	$602K	Hold	10,800	–	–	0.09%	98
2014 Q4	$702K	Hold	10,800	–	–	0.11%	85
2014 Q3	$691K	Hold	10,800	–	–	0.12%	79
2014 Q2	$626K	Sell	10,800 -791	-7%	-$44.4K	0.11%	84
2014 Q1	$623K	Buy	11,591 +12	+0.1%	+$651	0.11%	92
2013 Q4	$663K	Buy	11,579 +12	+0.1%	+$637	0.12%	91
2013 Q3	$602K	Buy	+11,567	New	+$597K	0.12%	95

Other funds holding ETP

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ETP Position: Q4 2015 in Review

Forvis Mazars Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q4 2015, closing a stake of 10,800 shares — an estimated $444K sold.

Forvis Mazars Wealth Advisors first reported a position in ETP in Q3 2013 and held it in 9 quarters. The position peaked at $702K in Q4 2014. 493 funds tracked by Wall St. Rank hold ETP as of Q4 2015.

Forvis Mazars Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q4 2015 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 10,800 Energy Transfer Partners L.p. shares in Q4 2015, an estimated $444K.
Forvis Mazars Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q3 2013 and held it in 9 quarters.
Forvis Mazars Wealth Advisors's Energy Transfer Partners L.p. position peaked at $702K in Q4 2014.
493 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2015.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2015, filed 26 Jan 2016.