OFW
ETP

Omnia Family Wealth’s Energy Transfer Partners L.p. ETP Stock Holding History

Omnia Family Wealth’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
2017
Q1 		– Sell
-325
Closed -$12K – 810
2016
Q4 		$12K Buy
+325
New +$11.6K 0.01% 272

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Omnia Family Wealth's ETP Position: Q1 2017 in Review

Omnia Family Wealth sold out of Energy Transfer Partners L.p. (ETP) in Q1 2017, closing a stake of 325 shares — an estimated $12K sold.

Omnia Family Wealth first reported a position in ETP in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

  • Omnia Family Wealth reported no remaining Energy Transfer Partners L.p. position as of Q1 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 325 Energy Transfer Partners L.p. shares in Q1 2017, an estimated $12K.
  • Omnia Family Wealth first reported a position in Energy Transfer Partners L.p. in Q4 2016 and held it in 1 quarter.
  • Omnia Family Wealth's Energy Transfer Partners L.p. position peaked at $12K in Q4 2016.
  • 468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.