Howe & Rusling’s Energy Transfer Partners, L.P. ETP Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-510	Closed	-$9K	–	915
2017 Q3	$9K	Sell	510 -750	-60%	-$14.6K	﹤0.01%	510
2017 Q2	$26K	Hold	1,260	–	–	0.01%	348
2017 Q1	$31K	Hold	1,260	–	–	0.01%	319
2016 Q4	$30K	Buy	1,260 +750	+147%	+$19K	0.01%	315
2016 Q3	$14K	Hold	510	–	–	﹤0.01%	440
2016 Q2	$15K	Hold	510	–	–	﹤0.01%	407
2016 Q1	$13K	Hold	510	–	–	﹤0.01%	487
2015 Q4	$13K	Buy	+510	New	+$14.1K	﹤0.01%	457

Other funds holding ETP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howe & Rusling's ETP Position: Q4 2017 in Review

Howe & Rusling sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2017, closing a stake of 510 shares — an estimated $9K sold.

Howe & Rusling first reported a position in ETP in Q4 2015 and held it in 8 quarters. The position peaked at $31K in Q1 2017. 531 funds tracked by Wall St. Rank hold ETP as of Q4 2017.

Howe & Rusling reported no remaining Energy Transfer Partners, L.P. position as of Q4 2017 after selling out during the quarter.
Howe & Rusling sold 510 Energy Transfer Partners, L.P. shares in Q4 2017, an estimated $9K.
Howe & Rusling first reported a position in Energy Transfer Partners, L.P. in Q4 2015 and held it in 8 quarters.
Howe & Rusling's Energy Transfer Partners, L.P. position peaked at $31K in Q1 2017.
531 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2017.

Based on Howe & Rusling's 13F filing for Q4 2017, filed 24 Jan 2018.