Hemenway Trust Hemenway Trust’s Energy Transfer Partners L.p. ETP Stock Holding History

Hemenway Trust Hemenway Trust’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	-7,955	Closed	-$285K	–	156
2016 Q4	$285K	Sell	7,955 -400	-5%	-$14.3K	0.07%	101
2016 Q3	$309K	Sell	8,355 -700	-8%	-$27.5K	0.08%	100
2016 Q2	$345K	Buy	9,055 +80	+0.9%	+$2.87K	0.09%	95
2016 Q1	$290K	Sell	8,975 -2,015	-18%	-$56.1K	0.08%	100
2015 Q4	$371K	Sell	10,990 -1,133	-9%	-$44.5K	0.1%	107
2015 Q3	$498K	Sell	12,123 -9,325	-43%	-$452K	0.14%	97
2015 Q2	$1.12M	Sell	21,448 -77	-0.4%	-$4.3K	0.29%	65
2015 Q1	$1.2M	Sell	21,525 -3,294	-13%	-$195K	0.31%	61
2014 Q4	$1.61M	Sell	24,819 -1,015	-4%	-$64.9K	0.48%	52
2014 Q3	$1.65M	Sell	25,834 -764	-3%	-$44.2K	0.52%	47
2014 Q2	$1.54M	Sell	26,598 -89	-0.3%	-$4.99K	0.47%	52
2014 Q1	$1.44M	Sell	26,687 -185	-0.7%	-$10K	0.45%	52
2013 Q4	$1.54M	Buy	26,872 +9,969	+59%	+$529K	0.49%	54
2013 Q3	$880K	Buy	16,903 +7,598	+82%	+$392K	0.33%	58
2013 Q2	$470K	Buy	+9,305	New	+$459K	0.2%	62

Other funds holding ETP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return