OFG
ETP

OTA Financial Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

OTA Financial Group’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
Q2 		– Sell
-10,988
Closed -$268K – 55
2017
Q1 		$268K Buy
+10,988
New +$274K 0.17% 50

Other funds holding ETP

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

OTA Financial Group's ETP Position: Q2 2017 in Review

OTA Financial Group sold out of Energy Transfer Partners, L.P. (ETP) in Q2 2017, closing a stake of 10,988 shares — an estimated $268K sold.

OTA Financial Group first reported a position in ETP in Q1 2017 and held it in 1 quarter. The position peaked at $268K in Q1 2017. 471 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • OTA Financial Group reported no remaining Energy Transfer Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • OTA Financial Group sold 10,988 Energy Transfer Partners, L.P. shares in Q2 2017, an estimated $268K.
  • OTA Financial Group first reported a position in Energy Transfer Partners, L.P. in Q1 2017 and held it in 1 quarter.
  • OTA Financial Group's Energy Transfer Partners, L.P. position peaked at $268K in Q1 2017.
  • 471 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2017.

Based on OTA Financial Group's 13F filing for Q2 2017, filed 14 Jul 2017.