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
2015 Q1	–	Sell	-8,787	Closed	-$367K	–	137
2014 Q4	$367K	Sell	8,787 -1,031	-11%	-$47.5K	0.22%	81
2014 Q3	$474K	Sell	9,818 -17,025	-63%	-$806K	0.31%	58
2014 Q2	$1.26M	Sell	26,843 -2,057	-7%	-$93.7K	0.81%	30
2014 Q1	$1.31M	Buy	28,900 +902	+3%	+$36.1K	0.91%	26
2013 Q4	$1.06M	Buy	27,998 +710	+3%	+$24.5K	0.72%	29
2013 Q3	$907K	Hold	27,288	–	–	0.67%	29
2013 Q2	$873K	Buy	+27,288	New	+$854K	0.63%	32

Other funds holding ETP

TCA

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independence Trust's ETP Position: Q1 2015 in Review

Independence Trust sold out of Energy Transfer Partners, L.P. (ETP) in Q1 2015, closing a stake of 8,787 shares — an estimated $367K sold.

Independence Trust first reported a position in ETP in Q2 2013 and held it in 7 quarters. The position peaked at $1.31M in Q1 2014. 281 funds tracked by Wall St. Rank hold ETP as of Q1 2015.

Independence Trust reported no remaining Energy Transfer Partners, L.P. position as of Q1 2015 after selling out during the quarter.
Independence Trust sold 8,787 Energy Transfer Partners, L.P. shares in Q1 2015, an estimated $367K.
Independence Trust first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 7 quarters.
Independence Trust's Energy Transfer Partners, L.P. position peaked at $1.31M in Q1 2014.
281 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q1 2015.

Based on Independence Trust's 13F filing for Q1 2015, filed 21 Apr 2015.