OIA
ETP

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

OneDigital 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
2017
Q4 		– Sell
-819
Closed -$15K – 1303
2017
Q3 		$15K Hold
819
– – 0.01% 740
2017
Q2 		$17K Buy
+819
New +$18.3K 0.01% 813

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O
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OneDigital Investment Advisors's ETP Position: Q4 2017 in Review

OneDigital Investment Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2017, closing a stake of 819 shares — an estimated $15K sold.

OneDigital Investment Advisors first reported a position in ETP in Q2 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 531 funds tracked by Wall St. Rank hold ETP as of Q4 2017.

  • OneDigital Investment Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 819 Energy Transfer Partners, L.P. shares in Q4 2017, an estimated $15K.
  • OneDigital Investment Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 2 quarters.
  • OneDigital Investment Advisors's Energy Transfer Partners, L.P. position peaked at $17K in Q2 2017.
  • 531 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2017.

Based on OneDigital Investment Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.