KCM Investment Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

KCM Investment 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	-4,390	Closed	-$229K	–	571
2015 Q2	$229K	Hold	4,390	–	–	0.02%	485
2015 Q1	$245K	Buy	4,390 +300	+7%	+$17.8K	0.02%	472
2014 Q4	$266K	Buy	+4,090	New	+$261K	0.02%	441
2014 Q3	–	Sell	-3,846	Closed	-$223K	–	518
2014 Q2	$223K	Sell	3,846 -644	-14%	-$36.1K	0.02%	451
2014 Q1	$242K	Hold	4,490	–	–	0.03%	410
2013 Q4	$257K	Sell	4,490 -1,000	-18%	-$53.1K	0.03%	395
2013 Q3	$286K	Hold	5,490	–	–	0.03%	368
2013 Q2	$277K	Buy	+5,490	New	+$271K	0.03%	366

Other funds holding ETP

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KCM Investment Advisors's ETP Position: Q3 2015 in Review

KCM Investment Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q3 2015, closing a stake of 4,390 shares — an estimated $229K sold.

KCM Investment Advisors first reported a position in ETP in Q2 2013 and held it in 8 quarters. The position peaked at $286K in Q3 2013. 531 funds tracked by Wall St. Rank hold ETP as of Q3 2015.

KCM Investment Advisors reported no remaining Energy Transfer Partners L.p. position as of Q3 2015 after selling out during the quarter.
KCM Investment Advisors sold 4,390 Energy Transfer Partners L.p. shares in Q3 2015, an estimated $229K.
KCM Investment Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 8 quarters.
KCM Investment Advisors's Energy Transfer Partners L.p. position peaked at $286K in Q3 2013.
531 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2015.

Based on KCM Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.