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

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

Gradient Investments's ETP Position: Q1 2017 in Review

Gradient Investments sold out of Energy Transfer Partners L.p. (ETP) in Q1 2017, closing a stake of 419 shares — an estimated $15K sold.

Gradient Investments first reported a position in ETP in Q2 2013 and held it in 15 quarters. The position peaked at $205K in Q4 2013. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

Gradient Investments reported no remaining Energy Transfer Partners L.p. position as of Q1 2017 after selling out during the quarter.
Gradient Investments sold 419 Energy Transfer Partners L.p. shares in Q1 2017, an estimated $15K.
Gradient Investments first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 15 quarters.
Gradient Investments's Energy Transfer Partners L.p. position peaked at $205K in Q4 2013.
468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.