IHL
ETP

Investment House LLC’s Energy Transfer Partners L.p. ETP Stock Holding History

Investment House LLC’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
-15,620
Closed -$578K – 200
2016
Q3 		$578K Sell
15,620
-13,775
-47% -$541K 0.09% 131
2016
Q2 		$1.12M Sell
29,395
-16,300
-36% -$584K 0.18% 97
2016
Q1 		$1.48M Buy
+45,695
New +$1.27M 0.24% 93
2015
Q4 		– Sell
-8,070
Closed -$331K – 178
2015
Q3 		$331K Buy
8,070
+4,000
+98% +$194K 0.06% 137
2015
Q2 		$212K Hold
4,070
– – 0.03% 159
2015
Q1 		$226K Sell
4,070
-475
-10% -$28.2K 0.04% 153
2014
Q4 		$295K Hold
4,545
– – 0.05% 140
2014
Q3 		$291K Hold
4,545
– – 0.05% 136
2014
Q2 		$263K Hold
4,545
– – 0.05% 140
2014
Q1 		$244K Buy
4,545
+450
+11% +$24.4K 0.04% 138
2013
Q4 		$234K Buy
+4,095
New +$217K 0.04% 139

Other funds holding ETP

AA
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Investment House LLC's ETP Position: Q4 2016 in Review

Investment House LLC sold out of Energy Transfer Partners L.p. (ETP) in Q4 2016, closing a stake of 15,620 shares — an estimated $578K sold.

Investment House LLC first reported a position in ETP in Q4 2013 and held it in 11 quarters. The position peaked at $1.48M in Q1 2016. 498 funds tracked by Wall St. Rank hold ETP as of Q4 2016.

  • Investment House LLC reported no remaining Energy Transfer Partners L.p. position as of Q4 2016 after selling out during the quarter.
  • Investment House LLC sold 15,620 Energy Transfer Partners L.p. shares in Q4 2016, an estimated $578K.
  • Investment House LLC first reported a position in Energy Transfer Partners L.p. in Q4 2013 and held it in 11 quarters.
  • Investment House LLC's Energy Transfer Partners L.p. position peaked at $1.48M in Q1 2016.
  • 498 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2016.

Based on Investment House LLC's 13F filing for Q4 2016, filed 6 Feb 2017.