PI
ETP

Placemark Investments’s Energy Transfer Partners L.p. ETP Stock Holding History

Placemark Investments’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 		$549K Buy
8,423
+1,574
+23% +$101K 0.01% 1131
2014
Q3 		$440K Buy
6,849
+677
+11% +$39.1K 0.01% 1221
2014
Q2 		$358K Buy
6,172
+2,260
+58% +$127K 0.01% 1322
2014
Q1 		$212K Buy
+3,912
New +$212K ﹤0.01% 1495

Other funds holding ETP

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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 $303B AUM 30.15% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Placemark Investments's ETP Position: Q4 2014 in Review

Placemark Investments increased its Energy Transfer Partners L.p. (ETP) stake by 23% in Q4 2014, buying an estimated $101K and bringing the position to 8,423 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #1131.

Placemark Investments first reported a position in ETP in Q1 2014 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold ETP as of Q4 2014.

  • Placemark Investments held 8,423 shares of Energy Transfer Partners L.p. worth $549K as of Q4 2014.
  • Placemark Investments bought 1,574 Energy Transfer Partners L.p. shares in Q4 2014, an estimated $101K.
  • Energy Transfer Partners L.p. made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1131 holding.
  • Placemark Investments first reported a position in Energy Transfer Partners L.p. in Q1 2014 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.