PFO
ETP

Pathstone Family Office’s Energy Transfer Partners L.p. ETP Stock Holding History

Pathstone Family Office’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
2014
Q4 		– Sell
-373
Closed -$24K – 337
2014
Q3 		$24K Buy
+373
New +$21.6K 0.07% 111

Other funds holding ETP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pathstone Family Office's ETP Position: Q4 2014 in Review

Pathstone Family Office sold out of Energy Transfer Partners L.p. (ETP) in Q4 2014, closing a stake of 373 shares — an estimated $24K sold.

Pathstone Family Office first reported a position in ETP in Q3 2014 and held it in 1 quarter. The position peaked at $24K in Q3 2014. 522 funds tracked by Wall St. Rank hold ETP as of Q4 2014.

  • Pathstone Family Office reported no remaining Energy Transfer Partners L.p. position as of Q4 2014 after selling out during the quarter.
  • Pathstone Family Office sold 373 Energy Transfer Partners L.p. shares in Q4 2014, an estimated $24K.
  • Pathstone Family Office first reported a position in Energy Transfer Partners L.p. in Q3 2014 and held it in 1 quarter.
  • Pathstone Family Office's Energy Transfer Partners L.p. position peaked at $24K in Q3 2014.
  • 522 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2014.

Based on Pathstone Family Office's 13F filing for Q4 2014, filed 6 Feb 2015.