PIM
ETP

Parasol Investment Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Parasol Investment 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
Q3 		– Sell
-280
Closed -$15K – 269
2015
Q2 		$15K Hold
280
– – 0.01% 176
2015
Q1 		$16K Sell
280
-220
-44% -$13K 0.01% 179
2014
Q4 		$33K Hold
500
– – 0.02% 147
2014
Q3 		$32K Hold
500
– – 0.02% 137
2014
Q2 		$29K Hold
500
– – 0.02% 143
2014
Q1 		$27K Hold
500
– – 0.02% 126
2013
Q4 		$29K Buy
+500
New +$26.5K 0.02% 123

Other funds holding ETP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parasol Investment Management's ETP Position: Q3 2015 in Review

Parasol Investment Management sold out of Energy Transfer Partners L.p. (ETP) in Q3 2015, closing a stake of 280 shares — an estimated $15K sold.

Parasol Investment Management first reported a position in ETP in Q4 2013 and held it in 7 quarters. The position peaked at $33K in Q4 2014. 531 funds tracked by Wall St. Rank hold ETP as of Q3 2015.

  • Parasol Investment Management reported no remaining Energy Transfer Partners L.p. position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 280 Energy Transfer Partners L.p. shares in Q3 2015, an estimated $15K.
  • Parasol Investment Management first reported a position in Energy Transfer Partners L.p. in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's Energy Transfer Partners L.p. position peaked at $33K in Q4 2014.
  • 531 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.