MYIA
ETP

Mount Yale Investment Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Mount Yale 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
Q3 		– Sell
-2,190
Closed -$42K – 1037
2018
Q2 		$42K Buy
+2,190
New +$40.2K 0.01% 667

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
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
Citigroup New York $235B AUM 32.99% 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

Mount Yale Investment Advisors's ETP Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2018, closing a stake of 2,190 shares — an estimated $42K sold.

Mount Yale Investment Advisors first reported a position in ETP in Q2 2018 and held it in 1 quarter. The position peaked at $42K in Q2 2018. 530 funds tracked by Wall St. Rank hold ETP as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,190 Energy Transfer Partners, L.P. shares in Q3 2018, an estimated $42K.
  • Mount Yale Investment Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Energy Transfer Partners, L.P. position peaked at $42K in Q2 2018.
  • 530 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.