IIC
ETP

Ironwood Investment Counsel’s Energy Transfer Partners, L.P. ETP Stock Holding History

Ironwood Investment 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
2017
Q3 		– Sell
-41,276
Closed -$1.01M – 165
2017
Q2 		$1.01M Hold
41,276
– – 0.38% 65
2017
Q1 		$1.01M Sell
41,276
-1,751
-4% -$43.7K 0.42% 62
2016
Q4 		$1.03M Buy
43,027
+8,823
+26% +$223K 0.46% 59
2016
Q3 		$972K Sell
34,204
-699
-2% -$20.3K 0.45% 60
2016
Q2 		$1M Buy
34,903
+740
+2% +$20.4K 0.59% 56
2016
Q1 		$856K Buy
34,163
+28
+0.1% +$635 0.45% 61
2015
Q4 		$877K Buy
34,135
+19
+0.1% +$526 0.5% 60
2015
Q3 		$977K Sell
34,116
-787
-2% -$26.7K 0.53% 54
2015
Q2 		$1.33M Sell
34,903
-938
-3% -$38.3K 0.67% 44
2015
Q1 		$1.48M Sell
35,841
-1,490
-4% -$63.1K 0.75% 41
2014
Q4 		$1.56M Sell
37,331
-392
-1% -$18K 0.79% 39
2014
Q3 		$1.82M Buy
37,723
+8
+0% +$379 0.97% 36
2014
Q2 		$1.78M Buy
37,715
+7
+0% +$319 0.92% 38
2014
Q1 		$1.71M Buy
37,708
+10
+0% +$400 0.94% 37
2013
Q4 		$1.42M Buy
+37,698
New +$1.3M 0.81% 42

Other funds holding ETP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ironwood Investment Counsel's ETP Position: Q3 2017 in Review

Ironwood Investment Counsel sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2017, closing a stake of 41,276 shares — an estimated $1.01M sold.

Ironwood Investment Counsel first reported a position in ETP in Q4 2013 and held it in 15 quarters. The position peaked at $1.82M in Q3 2014. 487 funds tracked by Wall St. Rank hold ETP as of Q3 2017.

  • Ironwood Investment Counsel reported no remaining Energy Transfer Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Ironwood Investment Counsel sold 41,276 Energy Transfer Partners, L.P. shares in Q3 2017, an estimated $1.01M.
  • Ironwood Investment Counsel first reported a position in Energy Transfer Partners, L.P. in Q4 2013 and held it in 15 quarters.
  • Ironwood Investment Counsel's Energy Transfer Partners, L.P. position peaked at $1.82M in Q3 2014.
  • 487 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2017.

Based on Ironwood Investment Counsel's 13F filing for Q3 2017, filed 30 Oct 2017.