Mariner Wealth Advisors (Cincinnati)’s Energy Transfer Partners L.p. ETP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	-86,680	Closed	-$3.17M	–	260
2017 Q1	$3.17M	Sell	86,680 -2,090	-2%	-$77.7K	0.23%	82
2016 Q4	$3.18M	Sell	88,770 -5,650	-6%	-$201K	0.25%	80
2016 Q3	$3.49M	Sell	94,420 -3,500	-4%	-$138K	0.3%	75
2016 Q2	$3.73M	Sell	97,920 -1,025	-1%	-$36.7K	0.33%	70
2016 Q1	$3.2M	Sell	98,945 -1,900	-2%	-$52.9K	0.31%	68
2015 Q4	$3.4M	Buy	+100,845	New	+$3.96M	0.33%	64

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

Mariner Wealth Advisors (Cincinnati)'s ETP Position: Q2 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 86,680 shares — an estimated $3.17M sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in ETP in Q4 2015 and held it in 6 quarters. The position peaked at $3.73M in Q2 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Mariner Wealth Advisors (Cincinnati) reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 86,680 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $3.17M.
Mariner Wealth Advisors (Cincinnati) first reported a position in Energy Transfer Partners L.p. in Q4 2015 and held it in 6 quarters.
Mariner Wealth Advisors (Cincinnati)'s Energy Transfer Partners L.p. position peaked at $3.73M in Q2 2016.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q2 2017, filed 4 Aug 2017.