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	-12,480	Closed	-$300K	–	175
2016 Q4	$300K	Hold	12,480	–	–	0.09%	126
2016 Q3	$355K	Hold	12,480	–	–	0.23%	65
2016 Q2	$359K	Buy	+12,480	New	+$344K	0.32%	41
2015 Q4	–	Sell	-12,480	Closed	-$358K	–	99
2015 Q3	$358K	Hold	12,480	–	–	0.32%	63
2015 Q2	$475K	Buy	+12,480	New	+$510K	0.44%	42

Other funds holding ETP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 12,480 shares — an estimated $300K sold.

Plancorp LLC first reported a position in ETP in Q2 2015 and held it in 5 quarters. The position peaked at $475K in Q2 2015. 290 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 12,480 Energy Transfer Partners, L.P. shares in Q1 2017, an estimated $300K.
Plancorp LLC first reported a position in Energy Transfer Partners, L.P. in Q2 2015 and held it in 5 quarters.
Plancorp LLC's Energy Transfer Partners, L.P. position peaked at $475K in Q2 2015.
290 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.