JWM
ETP

Jackson Wealth Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Jackson 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
2015
Q1 		– Sell
-107,888
Closed -$4.51M – 145
2014
Q4 		$4.51M Buy
+107,888
New +$4.97M 1.47% 14

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Wealth Management's ETP Position: Q1 2015 in Review

Jackson Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q1 2015, closing a stake of 107,888 shares — an estimated $4.51M sold.

Jackson Wealth Management first reported a position in ETP in Q4 2014 and held it in 1 quarter. The position peaked at $4.51M in Q4 2014. 281 funds tracked by Wall St. Rank hold ETP as of Q1 2015.

  • Jackson Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 107,888 Energy Transfer Partners, L.P. shares in Q1 2015, an estimated $4.51M.
  • Jackson Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's Energy Transfer Partners, L.P. position peaked at $4.51M in Q4 2014.
  • 281 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.