Glassman Wealth Services’s Energy Transfer Partners L.p. ETP Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-72	Closed	-$3K	–	768
2016 Q4	$3K	Buy	+72	New	+$2.57K	﹤0.01%	490
2015 Q2	–	Sell	-200	Closed	-$11K	–	472
2015 Q1	$11K	Sell	200 -2,800	-93%	-$166K	0.01%	324
2014 Q4	$195K	Buy	+3,000	New	+$192K	0.14%	78

Other funds holding ETP

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

HFA

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

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

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

KACA

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Glassman Wealth Services's ETP Position: Q1 2017 in Review

Glassman Wealth Services sold out of Energy Transfer Partners L.p. (ETP) in Q1 2017, closing a stake of 72 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in ETP in Q4 2014 and held it in 3 quarters. The position peaked at $195K in Q4 2014. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

Glassman Wealth Services reported no remaining Energy Transfer Partners L.p. position as of Q1 2017 after selling out during the quarter.
Glassman Wealth Services sold 72 Energy Transfer Partners L.p. shares in Q1 2017, an estimated $3K.
Glassman Wealth Services first reported a position in Energy Transfer Partners L.p. in Q4 2014 and held it in 3 quarters.
Glassman Wealth Services's Energy Transfer Partners L.p. position peaked at $195K in Q4 2014.
468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.