McAdams Wright Ragen’s Energy Transfer Partners L.p. ETP Stock Holding History

McAdams Wright Ragen’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
2014 Q1	–	Sell	-4,559	Closed	-$261K	–	396
2013 Q4	$261K	Buy	+4,559	New	+$242K	0.02%	306
2013 Q3	–	Sell	-4,775	Closed	-$241K	–	380
2013 Q2	$241K	Buy	+4,775	New	+$235K	0.02%	301

Other funds holding ETP

KACA

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

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

TCA

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFA

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

McAdams Wright Ragen's ETP Position: Q1 2014 in Review

McAdams Wright Ragen sold out of Energy Transfer Partners L.p. (ETP) in Q1 2014, closing a stake of 4,559 shares — an estimated $261K sold.

McAdams Wright Ragen first reported a position in ETP in Q2 2013 and held it in 2 quarters. The position peaked at $261K in Q4 2013. 456 funds tracked by Wall St. Rank hold ETP as of Q1 2014.

McAdams Wright Ragen reported no remaining Energy Transfer Partners L.p. position as of Q1 2014 after selling out during the quarter.
McAdams Wright Ragen sold 4,559 Energy Transfer Partners L.p. shares in Q1 2014, an estimated $261K.
McAdams Wright Ragen first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 2 quarters.
McAdams Wright Ragen's Energy Transfer Partners L.p. position peaked at $261K in Q4 2013.
456 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2014.

Based on McAdams Wright Ragen's 13F filing for Q1 2014, filed 6 May 2014.