Level Four Advisory Services’s Energy Transfer Partners L.p. ETP Stock Holding History

Level Four Advisory Services’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 Q3	–	Sell	-6,665	Closed	-$242K	–	547
2017 Q2	$242K	Sell	6,665 -5,295	-44%	-$190K	0.04%	424
2017 Q1	$435K	Sell	11,960 -948	-7%	-$35.3K	0.04%	342
2016 Q4	$462K	Buy	+12,908	New	+$460K	0.06%	289

Other funds holding ETP

TCA

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

GIM

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Level Four Advisory Services's ETP Position: Q3 2017 in Review

Level Four Advisory Services sold out of Energy Transfer Partners L.p. (ETP) in Q3 2017, closing a stake of 6,665 shares — an estimated $242K sold.

Level Four Advisory Services first reported a position in ETP in Q4 2016 and held it in 3 quarters. The position peaked at $462K in Q4 2016. 29 funds tracked by Wall St. Rank hold ETP as of Q3 2017.

Level Four Advisory Services reported no remaining Energy Transfer Partners L.p. position as of Q3 2017 after selling out during the quarter.
Level Four Advisory Services sold 6,665 Energy Transfer Partners L.p. shares in Q3 2017, an estimated $242K.
Level Four Advisory Services first reported a position in Energy Transfer Partners L.p. in Q4 2016 and held it in 3 quarters.
Level Four Advisory Services's Energy Transfer Partners L.p. position peaked at $462K in Q4 2016.
29 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2017.

Based on Level Four Advisory Services's 13F filing for Q3 2017, filed 15 Nov 2017.