IFWM
ETP

Institute for Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Institute for Wealth Management’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
2013
Q3 		– Sell
-1,786
Closed -$90K – 140
2013
Q2 		$90K Buy
+1,786
New +$88K 0.07% 42

Other funds holding ETP

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's ETP Position: Q3 2013 in Review

Institute for Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q3 2013, closing a stake of 1,786 shares — an estimated $90K sold.

Institute for Wealth Management first reported a position in ETP in Q2 2013 and held it in 1 quarter. The position peaked at $90K in Q2 2013. 416 funds tracked by Wall St. Rank hold ETP as of Q3 2013.

  • Institute for Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 1,786 Energy Transfer Partners L.p. shares in Q3 2013, an estimated $90K.
  • Institute for Wealth Management first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Energy Transfer Partners L.p. position peaked at $90K in Q2 2013.
  • 416 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.