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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

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

KACA

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

CCCA

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

SCA

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

Lehman Financial Resources's ETP Position: Q4 2015 in Review

Lehman Financial Resources sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2015, closing a stake of 4,000 shares — an estimated $114K sold.

Lehman Financial Resources first reported a position in ETP in Q2 2013 and held it in 10 quarters. The position peaked at $471K in Q2 2014. 263 funds tracked by Wall St. Rank hold ETP as of Q4 2015.

Lehman Financial Resources reported no remaining Energy Transfer Partners, L.P. position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 4,000 Energy Transfer Partners, L.P. shares in Q4 2015, an estimated $114K.
Lehman Financial Resources first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Energy Transfer Partners, L.P. position peaked at $471K in Q2 2014.
263 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.