FRG Family Wealth Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

FRG Family 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
2017 Q4	–	Sell	-10,053	Closed	-$184K	–	144
2017 Q3	$184K	Sell	10,053 -2,500	-20%	-$48.5K	0.06%	139
2017 Q2	$256K	Buy	+12,553	New	+$280K	0.09%	126
2016 Q3	–	Sell	-7,555	Closed	-$217K	–	127
2016 Q2	$217K	Sell	7,555 -5,410	-42%	-$149K	0.1%	119
2016 Q1	$320K	Sell	12,965 -2,680	-17%	-$60.8K	0.16%	103
2015 Q4	$402K	Buy	+15,645	New	+$433K	0.2%	95

Other funds holding ETP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FRG Family Wealth Advisors's ETP Position: Q4 2017 in Review

FRG Family Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2017, closing a stake of 10,053 shares — an estimated $184K sold.

FRG Family Wealth Advisors first reported a position in ETP in Q4 2015 and held it in 5 quarters. The position peaked at $402K in Q4 2015. 531 funds tracked by Wall St. Rank hold ETP as of Q4 2017.

FRG Family Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2017 after selling out during the quarter.
FRG Family Wealth Advisors sold 10,053 Energy Transfer Partners, L.P. shares in Q4 2017, an estimated $184K.
FRG Family Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2015 and held it in 5 quarters.
FRG Family Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $402K in Q4 2015.
531 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2017.

Based on FRG Family Wealth Advisors's 13F filing for Q4 2017, filed 2 Mar 2022.