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

Lowe 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
2017 Q2	–	Sell	-118	Closed	-$4K	–	243
2017 Q1	$4K	Hold	118	–	–	﹤0.01%	171
2016 Q4	$4K	Hold	118	–	–	﹤0.01%	176
2016 Q3	$4K	Hold	118	–	–	﹤0.01%	179
2016 Q2	$4K	Hold	118	–	–	﹤0.01%	171
2016 Q1	$4K	Hold	118	–	–	﹤0.01%	164
2015 Q4	$4K	Buy	+118	New	+$4.63K	﹤0.01%	176

Other funds holding ETP

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

NCM

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

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

UIC

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

GIM

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

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

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

Lowe Wealth Advisors's ETP Position: Q2 2017 in Review

Lowe Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 118 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in ETP in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q1 2017. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Lowe Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Lowe Wealth Advisors sold 118 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $4K.
Lowe Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q4 2015 and held it in 6 quarters.
Lowe Wealth Advisors's Energy Transfer Partners L.p. position peaked at $4K in Q1 2017.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Lowe Wealth Advisors's 13F filing for Q2 2017, filed 17 Jul 2017.