OIA
ETP

Optimum Investment Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Optimum 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
2015
Q1 		$132K Sell
2,359
-191
-7% -$11.3K 0.04% 344
2014
Q4 		$108K Buy
2,550
+900
+55% +$57.5K 0.03% 350
2014
Q3 		$106K Buy
1,650
+400
+32% +$23.1K 0.04% 341
2014
Q2 		$72K Buy
1,250
+750
+150% +$42.1K 0.02% 407
2014
Q1 		$27K Hold
500
– – 0.01% 468
2013
Q4 		$29K Hold
500
– – 0.01% 462
2013
Q3 		$26K Buy
+500
New +$25.8K 0.01% 458

Other funds holding ETP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimum Investment Advisors's ETP Position: Q1 2015 in Review

Optimum Investment Advisors reduced its Energy Transfer Partners L.p. (ETP) stake by 7.5% in Q1 2015, selling an estimated $11.3K and leaving 2,359 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #344.

Optimum Investment Advisors first reported a position in ETP in Q3 2013 and has held it in 7 quarters since. 504 funds tracked by Wall St. Rank hold ETP as of Q1 2015.

  • Optimum Investment Advisors held 2,359 shares of Energy Transfer Partners L.p. worth $132K as of Q1 2015.
  • Optimum Investment Advisors sold 191 Energy Transfer Partners L.p. shares in Q1 2015, an estimated $11.3K.
  • Energy Transfer Partners L.p. made up 0.04% of Optimum Investment Advisors's portfolio in Q1 2015, its #344 holding.
  • Optimum Investment Advisors first reported a position in Energy Transfer Partners L.p. in Q3 2013 and has held it in 7 quarters since.
  • 504 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.