GI
ETP

Gradient Investments’s Energy Transfer Partners L.p. ETP Stock Holding History

Gradient Investments’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
-419
Closed -$15K – 872
2016
Q4 		$15K Sell
419
-68
-14% -$2.42K ﹤0.01% 399
2016
Q3 		$18K Buy
487
+68
+16% +$2.67K ﹤0.01% 373
2016
Q2 		$16K Hold
419
– – ﹤0.01% 374
2016
Q1 		$14K Sell
419
-62
-13% -$1.73K ﹤0.01% 401
2015
Q4 		$16K Sell
481
-1,563
-76% -$61.3K ﹤0.01% 352
2015
Q3 		$84K Buy
2,044
+60
+3% +$2.91K 0.01% 201
2015
Q2 		$104K Sell
1,984
-300
-13% -$16.7K 0.01% 196
2015
Q1 		$127K Buy
2,284
+300
+15% +$17.8K 0.02% 185
2014
Q4 		$129K Hold
1,984
– – 0.02% 178
2014
Q3 		$127K Hold
1,984
– – 0.02% 170
2014
Q2 		$115K Hold
1,984
– – 0.02% 174
2014
Q1 		$107K Sell
1,984
-1,591
-45% -$86.3K 0.02% 170
2013
Q4 		$205K Sell
3,575
-131
-4% -$6.95K 0.05% 159
2013
Q3 		$193K Buy
3,706
+131
+4% +$6.76K 0.06% 119
2013
Q2 		$181K Buy
+3,575
New +$176K 0.07% 113

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return