Mark Sheptoff Financial Planning’s Energy Transfer Partners L.p. ETP Stock Holding History

Mark Sheptoff Financial Planning’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
2016 Q1	–	Sell	-50	Closed	-$2K	–	420
2015 Q4	$2K	Sell	50 -400	-89%	-$15.7K	﹤0.01%	343
2015 Q3	$18K	Hold	450	–	–	0.02%	216
2015 Q2	$23K	Buy	450 +400	+800%	+$22.3K	0.02%	213
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	311
2014 Q4	$3K	Hold	50	–	–	﹤0.01%	306
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	315
2014 Q2	$3K	Hold	50	–	–	﹤0.01%	321
2014 Q1	$3K	Buy	+50	New	+$2.71K	﹤0.01%	332

Other funds holding ETP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

HFA

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

TCA

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's ETP Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of Energy Transfer Partners L.p. (ETP) in Q1 2016, closing a stake of 50 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in ETP in Q1 2014 and held it in 8 quarters. The position peaked at $23K in Q2 2015. 469 funds tracked by Wall St. Rank hold ETP as of Q1 2016.

Mark Sheptoff Financial Planning reported no remaining Energy Transfer Partners L.p. position as of Q1 2016 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 50 Energy Transfer Partners L.p. shares in Q1 2016, an estimated $2K.
Mark Sheptoff Financial Planning first reported a position in Energy Transfer Partners L.p. in Q1 2014 and held it in 8 quarters.
Mark Sheptoff Financial Planning's Energy Transfer Partners L.p. position peaked at $23K in Q2 2015.
469 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.