LW
ETP

Linscomb Wealth’s Energy Transfer Partners L.p. ETP Stock Holding History

Linscomb Wealth’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
-15,319
Closed -$549K – 272
2016
Q4 		$549K Sell
15,319
-1,540
-9% -$54.9K 0.05% 164
2016
Q3 		$624K Sell
16,859
-573
-3% -$22.5K 0.06% 145
2016
Q2 		$664K Sell
17,432
-528
-3% -$18.9K 0.07% 134
2016
Q1 		$581K Sell
17,960
-770
-4% -$21.5K 0.06% 142
2015
Q4 		$632K Sell
18,730
-110
-0.6% -$4.32K 0.07% 135
2015
Q3 		$774K Sell
18,840
-179
-0.9% -$8.68K 0.09% 123
2015
Q2 		$993K Buy
19,019
+7,520
+65% +$420K 0.11% 106
2015
Q1 		$641K Buy
11,499
+482
+4% +$28.6K 0.07% 147
2014
Q4 		$716K Sell
11,017
-4
-0% -$256 0.08% 134
2014
Q3 		$705K Sell
11,021
-261
-2% -$15.1K 0.08% 141
2014
Q2 		$654K Sell
11,282
-449
-4% -$25.2K 0.07% 143
2014
Q1 		$631K Sell
11,731
-1,782
-13% -$96.6K 0.07% 147
2013
Q4 		$774K Buy
13,513
+436
+3% +$23.1K 0.09% 119
2013
Q3 		$681K Buy
13,077
+136
+1% +$7.02K 0.09% 120
2013
Q2 		$654K Buy
+12,941
New +$638K 0.09% 118

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $761B AUM 31.28% 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 $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return