GWS
ETP

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
-213
Closed -$5K – 745
2016
Q4 		$5K Buy
+213
New +$5.38K ﹤0.01% 439

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 213 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in ETP in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 290 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 213 Energy Transfer Partners, L.P. shares in Q1 2017, an estimated $5K.
  • Glassman Wealth Services first reported a position in Energy Transfer Partners, L.P. in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's Energy Transfer Partners, L.P. position peaked at $5K in Q4 2016.
  • 290 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.