Needelman Asset Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Needelman Asset Management’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	-5,220	Closed	-$214K	–	37
2015 Q3	$214K	Hold	5,220	–	–	0.7%	37
2015 Q2	$272K	Hold	5,220	–	–	0.86%	36
2015 Q1	$291K	Buy	5,220 +10	+0.2%	+$593	0.88%	36
2014 Q4	$339K	Hold	5,210	–	–	1.04%	36
2014 Q3	$333K	Sell	5,210 -140	-3%	-$8.1K	1.07%	36
2014 Q2	$310K	Hold	5,350	–	–	0.98%	36
2014 Q1	$288K	Sell	5,350 -50	-0.9%	-$2.71K	0.94%	36
2013 Q4	$309K	Sell	5,400 -7,450	-58%	-$395K	1.02%	36
2013 Q3	$669K	Hold	12,850	–	–	2.4%	26
2013 Q2	$649K	Buy	+12,850	New	+$633K	2.37%	28

Other funds holding ETP

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

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

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

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 New York $131B AUM 28.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Needelman Asset Management's ETP Position: Q4 2015 in Review

Needelman Asset Management sold out of Energy Transfer Partners L.p. (ETP) in Q4 2015, closing a stake of 5,220 shares — an estimated $214K sold.

Needelman Asset Management first reported a position in ETP in Q2 2013 and held it in 10 quarters. The position peaked at $669K in Q3 2013. 493 funds tracked by Wall St. Rank hold ETP as of Q4 2015.

Needelman Asset Management reported no remaining Energy Transfer Partners L.p. position as of Q4 2015 after selling out during the quarter.
Needelman Asset Management sold 5,220 Energy Transfer Partners L.p. shares in Q4 2015, an estimated $214K.
Needelman Asset Management first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 10 quarters.
Needelman Asset Management's Energy Transfer Partners L.p. position peaked at $669K in Q3 2013.
493 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2015.

Based on Needelman Asset Management's 13F filing for Q4 2015, filed 6 Jan 2016.