MGIA
ETP

Moneta Group Investment Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-600
Closed -$25K – 538
2015
Q3 		$25K Buy
+600
New +$29.1K 0.01% 299

Other funds holding ETP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Moneta Group Investment Advisors's ETP Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q4 2015, closing a stake of 600 shares — an estimated $25K sold.

Moneta Group Investment Advisors first reported a position in ETP in Q3 2015 and held it in 1 quarter. The position peaked at $25K in Q3 2015. 493 funds tracked by Wall St. Rank hold ETP as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Energy Transfer Partners L.p. position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 600 Energy Transfer Partners L.p. shares in Q4 2015, an estimated $25K.
  • Moneta Group Investment Advisors first reported a position in Energy Transfer Partners L.p. in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Energy Transfer Partners L.p. position peaked at $25K in Q3 2015.
  • 493 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.