LWA
ETP

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

TCA
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 $882M AUM 42% 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 $185M AUM 6.42% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CIA
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.