Lenox Wealth Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Lenox 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
2015 Q3	–	Sell	-1,337	Closed	-$51K	–	408
2015 Q2	$51K	Buy	1,337 +13	+1%	+$531	0.02%	65
2015 Q1	$55K	Buy	1,324 +12	+0.9%	+$508	0.02%	77
2014 Q4	$55K	Buy	1,312 +10	+0.8%	+$460	0.02%	76
2014 Q3	$63K	Buy	+1,302	New	+$61.6K	0.03%	67
2014 Q1	–	Sell	-1,272	Closed	-$48K	–	365
2013 Q4	$48K	Buy	+1,272	New	+$43.9K	0.03%	66

Other funds holding ETP

TCA

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 $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

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

CCCA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CCM

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

NIM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lenox Wealth Advisors's ETP Position: Q3 2015 in Review

Lenox Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2015, closing a stake of 1,337 shares — an estimated $51K sold.

Lenox Wealth Advisors first reported a position in ETP in Q4 2013 and held it in 5 quarters. The position peaked at $63K in Q3 2014. 269 funds tracked by Wall St. Rank hold ETP as of Q3 2015.

Lenox Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q3 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 1,337 Energy Transfer Partners, L.P. shares in Q3 2015, an estimated $51K.
Lenox Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2013 and held it in 5 quarters.
Lenox Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $63K in Q3 2014.
269 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2015.

Based on Lenox Wealth Advisors's 13F filing for Q3 2015, filed 13 Oct 2015.