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
2018
Q2 		– Sell
-600
Closed -$10K – 689
2018
Q1 		$10K Hold
600
– – ﹤0.01% 466
2017
Q4 		$11K Buy
+600
New +$10.4K ﹤0.01% 341

Other funds holding ETP

Goldman Sachs
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Moneta Group Investment Advisors's ETP Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q2 2018, closing a stake of 600 shares — an estimated $10K sold.

Moneta Group Investment Advisors first reported a position in ETP in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 518 funds tracked by Wall St. Rank hold ETP as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 600 Energy Transfer Partners, L.P. shares in Q2 2018, an estimated $10K.
  • Moneta Group Investment Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Energy Transfer Partners, L.P. position peaked at $11K in Q4 2017.
  • 518 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.