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
2018 Q3	$1.13M	Sell	50,763 -8,021	-14%	-$174K	0.06%	134
2018 Q2	$1.12M	Sell	58,784 -11,780	-17%	-$216K	0.07%	125
2018 Q1	$1.15M	Sell	70,564 -21,750	-24%	-$404K	0.07%	123
2017 Q4	$1.65M	Sell	92,314 -14,524	-14%	-$251K	0.1%	100
2017 Q3	$1.95M	Sell	106,838 -35,031	-25%	-$680K	0.13%	97
2017 Q2	$2.89M	Buy	+141,869	New	+$3.16M	0.2%	81
2017 Q1	–	Sell	-18,570	Closed	-$446K	–	259
2016 Q4	$446K	Hold	18,570	–	–	0.03%	171
2016 Q3	$528K	Sell	18,570 -1,300	-7%	-$37.8K	0.05%	156
2016 Q2	$571K	Buy	19,870 +5,220	+36%	+$144K	0.05%	152
2016 Q1	$367K	Buy	+14,650	New	+$332K	0.04%	178

Other funds holding ETP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s ETP Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Energy Transfer Partners, L.P. (ETP) stake by 14% in Q3 2018, selling an estimated $174K and leaving 50,763 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #134.

Mariner Wealth Advisors (Cincinnati) first reported a position in ETP in Q1 2016 and has held it in 10 quarters since. The position peaked at $2.89M in Q2 2017. 530 funds tracked by Wall St. Rank hold ETP as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 50,763 shares of Energy Transfer Partners, L.P. worth $1.13M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 8,021 Energy Transfer Partners, L.P. shares in Q3 2018, an estimated $174K.
Energy Transfer Partners, L.P. made up 0.06% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #134 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Energy Transfer Partners, L.P. in Q1 2016 and has held it in 10 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Energy Transfer Partners, L.P. position peaked at $2.89M in Q2 2017.
530 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.