IWC
ETP

Integrated Wealth Counsel’s Energy Transfer Partners L.p. ETP Stock Holding History

Integrated Wealth Counsel’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
-250
Closed -$13K – 216
2013
Q2 		$13K Buy
+250
New +$12.3K 0.01% 153

Other funds holding ETP

OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Tortoise Capital Advisors
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
UBS
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

Integrated Wealth Counsel's ETP Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of Energy Transfer Partners L.p. (ETP) in Q3 2013, closing a stake of 250 shares — an estimated $13K sold.

Integrated Wealth Counsel first reported a position in ETP in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 416 funds tracked by Wall St. Rank hold ETP as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining Energy Transfer Partners L.p. position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 250 Energy Transfer Partners L.p. shares in Q3 2013, an estimated $13K.
  • Integrated Wealth Counsel first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's Energy Transfer Partners L.p. position peaked at $13K in Q2 2013.
  • 416 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.