HIS
ETP

Horizon Investment Services’s Energy Transfer Partners, L.P. ETP Stock Holding History

Horizon Investment 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
2014
Q1 		– Sell
-11,362
Closed -$429K – 146
2013
Q4 		$429K Buy
11,362
+560
+5% +$19.3K 0.26% 60
2013
Q3 		$359K Buy
10,802
+1,696
+19% +$54.2K 0.24% 60
2013
Q2 		$291K Buy
+9,106
New +$285K 0.23% 67

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DAC
Dividend Assets Capital Ridgeland, South Carolina $517M AUM 17.63% 1-Year Est. Return

Horizon Investment Services's ETP Position: Q1 2014 in Review

Horizon Investment Services sold out of Energy Transfer Partners, L.P. (ETP) in Q1 2014, closing a stake of 11,362 shares — an estimated $429K sold.

Horizon Investment Services first reported a position in ETP in Q2 2013 and held it in 3 quarters. The position peaked at $429K in Q4 2013. 242 funds tracked by Wall St. Rank hold ETP as of Q1 2014.

  • Horizon Investment Services reported no remaining Energy Transfer Partners, L.P. position as of Q1 2014 after selling out during the quarter.
  • Horizon Investment Services sold 11,362 Energy Transfer Partners, L.P. shares in Q1 2014, an estimated $429K.
  • Horizon Investment Services first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 3 quarters.
  • Horizon Investment Services's Energy Transfer Partners, L.P. position peaked at $429K in Q4 2013.
  • 242 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q1 2014.

Based on Horizon Investment Services's 13F filing for Q1 2014, filed 14 May 2014.