JWA
ETP

JFS Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

JFS Wealth Advisors’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
Q3 		– Sell
-400
Closed -$21K – 622
2015
Q2 		$21K Buy
+400
New +$22.3K 0.01% 278

Other funds holding ETP

Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ALPS Advisors
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFS Wealth Advisors's ETP Position: Q3 2015 in Review

JFS Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q3 2015, closing a stake of 400 shares — an estimated $21K sold.

JFS Wealth Advisors first reported a position in ETP in Q2 2015 and held it in 1 quarter. The position peaked at $21K in Q2 2015. 531 funds tracked by Wall St. Rank hold ETP as of Q3 2015.

  • JFS Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 400 Energy Transfer Partners L.p. shares in Q3 2015, an estimated $21K.
  • JFS Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's Energy Transfer Partners L.p. position peaked at $21K in Q2 2015.
  • 531 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.