FWM
ETP

Frontier Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Frontier Wealth 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
Q2 		– Sell
-8,272
Closed -$302K – 427
2017
Q1 		$302K Buy
8,272
+208
+3% +$7.74K 0.05% 300
2016
Q4 		$289K Sell
8,064
-28
-0.3% -$998 0.05% 294
2016
Q3 		$299K Sell
8,092
-4,230
-34% -$166K 0.05% 279
2016
Q2 		$469K Buy
12,322
+4,508
+58% +$161K 0.08% 214
2016
Q1 		$253K Sell
7,814
-144
-2% -$4.01K 0.02% 283
2015
Q4 		$268K Sell
7,958
-1,494
-16% -$58.6K 0.04% 270
2015
Q3 		$388K Buy
9,452
+1,805
+24% +$87.5K 0.06% 230
2015
Q2 		$399K Buy
+7,647
New +$427K 0.06% 226

Other funds holding ETP

TCA
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 $882M AUM 42% 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 $185M AUM 6.42% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Frontier Wealth Management's ETP Position: Q2 2017 in Review

Frontier Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 8,272 shares — an estimated $302K sold.

Frontier Wealth Management first reported a position in ETP in Q2 2015 and held it in 8 quarters. The position peaked at $469K in Q2 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Frontier Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 8,272 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $302K.
  • Frontier Wealth Management first reported a position in Energy Transfer Partners L.p. in Q2 2015 and held it in 8 quarters.
  • Frontier Wealth Management's Energy Transfer Partners L.p. position peaked at $469K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Frontier Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.