PL
ETP

Plancorp LLC’s Energy Transfer Partners L.p. ETP Stock Holding History

Plancorp LLC’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
Q1 		– Sell
-12,415
Closed -$445K – 176
2016
Q4 		$445K Hold
12,415
– – 0.13% 101
2016
Q3 		$459K Buy
12,415
+1,000
+9% +$39.3K 0.29% 57
2016
Q2 		$435K Buy
+11,415
New +$409K 0.39% 38
2015
Q4 		– Sell
-11,415
Closed -$469K – 102
2015
Q3 		$469K Hold
11,415
– – 0.43% 52
2015
Q2 		$596K Buy
11,415
+4,415
+63% +$246K 0.55% 35
2015
Q1 		$390K Buy
+7,000
New +$415K 0.39% 60

Other funds holding ETP

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Plancorp LLC's ETP Position: Q1 2017 in Review

Plancorp LLC sold out of Energy Transfer Partners L.p. (ETP) in Q1 2017, closing a stake of 12,415 shares — an estimated $445K sold.

Plancorp LLC first reported a position in ETP in Q1 2015 and held it in 6 quarters. The position peaked at $596K in Q2 2015. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

  • Plancorp LLC reported no remaining Energy Transfer Partners L.p. position as of Q1 2017 after selling out during the quarter.
  • Plancorp LLC sold 12,415 Energy Transfer Partners L.p. shares in Q1 2017, an estimated $445K.
  • Plancorp LLC first reported a position in Energy Transfer Partners L.p. in Q1 2015 and held it in 6 quarters.
  • Plancorp LLC's Energy Transfer Partners L.p. position peaked at $596K in Q2 2015.
  • 468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on Plancorp LLC's 13F filing for Q1 2017, filed 12 May 2017.