GWA
ETP

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

Genesis 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
Q2 		$19.7K Hold
518
– – 0.02% 289
2015
Q1 		$21.5K Hold
518
– – 0.02% 286
2014
Q4 		$23.8K Buy
+518
New +$23.8K 0.02% 301

Other funds holding ETP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Genesis Wealth Advisors's ETP Position: Q2 2015 in Review

Genesis Wealth Advisors held its Energy Transfer Partners, L.P. (ETP) position steady in Q2 2015 at 518 shares worth $19.7K. The position accounts for 0.02% of the portfolio, ranked #289.

Genesis Wealth Advisors first reported a position in ETP in Q4 2014 and has held it in 3 quarters since. The position peaked at $23.8K in Q4 2014. 284 funds tracked by Wall St. Rank hold ETP as of Q2 2015.

  • Genesis Wealth Advisors held 518 shares of Energy Transfer Partners, L.P. worth $19.7K as of Q2 2015.
  • Genesis Wealth Advisors left its Energy Transfer Partners, L.P. share count unchanged in Q2 2015.
  • Energy Transfer Partners, L.P. made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #289 holding.
  • Genesis Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $23.8K in Q4 2014.
  • 284 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.