Lehman Financial Resources’s Energy Transfer Partners, L.P. ETP Stock Holding History

Lehman Financial Resources’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 Q4	–	Sell	-4,000	Closed	-$114K	–	425
2015 Q3	$114K	Hold	4,000	–	–	0.06%	78
2015 Q2	$152K	Hold	4,000	–	–	0.07%	70
2015 Q1	$165K	Hold	4,000	–	–	0.08%	71
2014 Q4	$167K	Hold	4,000	–	–	0.08%	69
2014 Q3	$193K	Sell	4,000 -6,000	-60%	-$284K	0.1%	60
2014 Q2	$471K	Hold	10,000	–	–	0.22%	46
2014 Q1	$454K	Hold	10,000	–	–	0.23%	43
2013 Q4	$377K	Hold	10,000	–	–	0.23%	43
2013 Q3	$332K	Sell	10,000 -800	-7%	-$25.6K	0.21%	46
2013 Q2	$345K	Buy	+10,800	New	+$338K	0.23%	42

Other funds holding ETP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return