HL Financial Services’s Energy Transfer Partners L.p. ETP Stock Holding History

HL Financial 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 Q2	–	Sell	-7,447	Closed	-$272K	–	709
2017 Q1	$272K	Buy	7,447 +225	+3%	+$8.37K	0.01%	581
2016 Q4	$259K	Sell	7,222 -1,655	-19%	-$59K	0.01%	591
2016 Q3	$328K	Buy	8,877 +317	+4%	+$12.5K	0.01%	515
2016 Q2	$326K	Sell	8,560 -679	-7%	-$24.3K	0.01%	520
2016 Q1	$299K	Sell	9,239 -2,512	-21%	-$70K	0.01%	527
2015 Q4	$396K	Buy	11,751 +1,368	+13%	+$53.7K	0.01%	496
2015 Q3	$426K	Buy	10,383 +1,704	+20%	+$82.6K	0.01%	458
2015 Q2	$453K	Buy	8,679 +829	+11%	+$46.2K	0.01%	475
2015 Q1	$438K	Sell	7,850 -10,284	-57%	-$610K	0.01%	489
2014 Q4	$1.18M	Buy	18,134 +535	+3%	+$34.2K	0.03%	238
2014 Q3	$1.13M	Buy	17,599 +1,257	+8%	+$72.7K	0.03%	240
2014 Q2	$947K	Sell	16,342 -601	-4%	-$33.7K	0.03%	281
2014 Q1	$911K	Buy	16,943 +346	+2%	+$18.8K	0.03%	272
2013 Q4	$950K	Buy	16,597 +7,506	+83%	+$398K	0.03%	262
2013 Q3	$473K	Hold	9,091	–	–	0.02%	366
2013 Q2	$459K	Buy	+9,091	New	+$448K	0.02%	356

Other funds holding ETP

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

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return