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 21.71% 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 $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Morgan Stanley New York $1.66T AUM 25.57% 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 $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return