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

Independence 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
2014 Q2	–	Sell	-5,215	Closed	-$281K	–	117
2014 Q1	$281K	Hold	5,215	–	–	0.19%	81
2013 Q4	$299K	Sell	5,215 -2,418	-32%	-$128K	0.2%	79
2013 Q3	$397K	Hold	7,633	–	–	0.29%	57
2013 Q2	$386K	Buy	+7,633	New	+$376K	0.28%	60

Other funds holding ETP

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

KACA

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

HFA

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Independence Trust's ETP Position: Q2 2014 in Review

Independence Trust sold out of Energy Transfer Partners L.p. (ETP) in Q2 2014, closing a stake of 5,215 shares — an estimated $281K sold.

Independence Trust first reported a position in ETP in Q2 2013 and held it in 4 quarters. The position peaked at $397K in Q3 2013. 456 funds tracked by Wall St. Rank hold ETP as of Q2 2014.

Independence Trust reported no remaining Energy Transfer Partners L.p. position as of Q2 2014 after selling out during the quarter.
Independence Trust sold 5,215 Energy Transfer Partners L.p. shares in Q2 2014, an estimated $281K.
Independence Trust first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 4 quarters.
Independence Trust's Energy Transfer Partners L.p. position peaked at $397K in Q3 2013.
456 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2014.

Based on Independence Trust's 13F filing for Q2 2014, filed 15 Jul 2014.