Inspirion Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Inspirion Wealth Advisors’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
2016 Q4	–	Sell	-19,762	Closed	-$731K	–	64
2016 Q3	$731K	Sell	19,762 -1,150	-5%	-$45.2K	0.47%	29
2016 Q2	$796K	Sell	20,912 -700	-3%	-$25.1K	0.52%	26
2016 Q1	$699K	Buy	21,612 +700	+3%	+$19.5K	0.49%	27
2015 Q4	$705K	Sell	20,912 -8,309	-28%	-$326K	0.52%	26
2015 Q3	$1.2M	Buy	29,221 +13,280	+83%	+$644K	0.95%	24
2015 Q2	$832K	Buy	15,941 +1,957	+14%	+$109K	0.62%	24
2015 Q1	$780K	Sell	13,984 -1,750	-11%	-$104K	0.63%	23
2014 Q4	$1.02M	Buy	+15,734	New	+$1.01M	0.95%	23

Other funds holding ETP

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

HFA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Inspirion Wealth Advisors's ETP Position: Q4 2016 in Review

Inspirion Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q4 2016, closing a stake of 19,762 shares — an estimated $731K sold.

Inspirion Wealth Advisors first reported a position in ETP in Q4 2014 and held it in 8 quarters. The position peaked at $1.2M in Q3 2015. 498 funds tracked by Wall St. Rank hold ETP as of Q4 2016.

Inspirion Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q4 2016 after selling out during the quarter.
Inspirion Wealth Advisors sold 19,762 Energy Transfer Partners L.p. shares in Q4 2016, an estimated $731K.
Inspirion Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q4 2014 and held it in 8 quarters.
Inspirion Wealth Advisors's Energy Transfer Partners L.p. position peaked at $1.2M in Q3 2015.
498 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2016.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2016, filed 1 Feb 2017.