JMPWA
ETP

JP Morgan Private Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

JP Morgan Private 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
2017
Q2 		– Sell
-99,668
Closed -$3.64M – 1426
2017
Q1 		$3.64M Buy
+99,668
New +$3.71M 0.03% 353
2016
Q4 		– Sell
-45,946
Closed -$1.7M – 1350
2016
Q3 		$1.7M Buy
45,946
+3,150
+7% +$124K 0.02% 473
2016
Q2 		$1.63M Sell
42,796
-7,408
-15% -$265K 0.02% 490
2016
Q1 		$1.62M Buy
+50,204
New +$1.4M 0.02% 448
2015
Q4 		– Sell
-403,226
Closed -$16.6M – 1268
2015
Q3 		$16.6M Buy
+403,226
New +$19.5M 0.21% 121
2015
Q2 		– Sell
-92,794
Closed -$5.17M – 1206
2015
Q1 		$5.17M Buy
92,794
+27,896
+43% +$1.65M 0.06% 243
2014
Q4 		$4.22M Sell
64,898
-9,996
-13% -$639K 0.05% 261
2014
Q3 		$4.79M Buy
+74,894
New +$4.33M 0.06% 251

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ETP Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 99,668 shares — an estimated $3.64M sold.

JP Morgan Private Wealth Advisors first reported a position in ETP in Q3 2014 and held it in 8 quarters. The position peaked at $16.6M in Q3 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 99,668 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $3.64M.
  • JP Morgan Private Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q3 2014 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's Energy Transfer Partners L.p. position peaked at $16.6M in Q3 2015.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.