KLI
ETP

Kelman-Lazarov Inc’s Energy Transfer Partners L.p. ETP Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-98
Closed -$3.51K – 295
2016
Q4 		$3.51K Hold
98
– – ﹤0.01% 278
2016
Q3 		$3.51K Hold
98
– – ﹤0.01% 327
2016
Q2 		$3.69K Hold
98
– – ﹤0.01% 315
2016
Q1 		$3K Buy
+98
New +$2.73K ﹤0.01% 321

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Kelman-Lazarov Inc's ETP Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Energy Transfer Partners L.p. (ETP) in Q1 2017, closing a stake of 98 shares — an estimated $3.51K sold.

Kelman-Lazarov Inc first reported a position in ETP in Q1 2016 and held it in 4 quarters. The position peaked at $3.69K in Q2 2016. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Energy Transfer Partners L.p. position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 98 Energy Transfer Partners L.p. shares in Q1 2017, an estimated $3.51K.
  • Kelman-Lazarov Inc first reported a position in Energy Transfer Partners L.p. in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Energy Transfer Partners L.p. position peaked at $3.69K in Q2 2016.
  • 468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.