Plante Moran Financial Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Plante Moran Financial Advisors’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 Q2	–	Sell	-8,119	Closed	-$296K	–	945
2017 Q1	$296K	Sell	8,119 -82	-1%	-$3.05K	0.18%	99
2016 Q4	$294K	Buy	8,201 +1,701	+26%	+$60.7K	0.18%	94
2016 Q3	$240K	Buy	6,500 +413	+7%	+$16.2K	0.16%	102
2016 Q2	$232K	Hold	6,087	–	–	0.17%	104
2016 Q1	$197K	Sell	6,087 -1,545	-20%	-$43K	0.15%	111
2015 Q4	$257K	Buy	7,632 +388	+5%	+$15.2K	0.19%	89
2015 Q3	$298K	Buy	7,244 +1,040	+17%	+$50.4K	0.23%	80
2015 Q2	$324K	Sell	6,204 -1,813	-23%	-$101K	0.23%	81
2015 Q1	$447K	Buy	8,017 +1,600	+25%	+$94.9K	0.31%	70
2014 Q4	$417K	Hold	6,417	–	–	0.31%	65
2014 Q3	$411K	Sell	6,417 -950	-13%	-$54.9K	0.36%	59
2014 Q2	$427K	Buy	7,367 +700	+10%	+$39.3K	0.38%	57
2014 Q1	$359K	Hold	6,667	–	–	0.39%	52
2013 Q4	$382K	Hold	6,667	–	–	0.21%	59
2013 Q3	$347K	Hold	6,667	–	–	0.21%	53
2013 Q2	$337K	Buy	+6,667	New	+$329K	0.25%	48

Other funds holding ETP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

GIM

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Plante Moran Financial Advisors's ETP Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 8,119 shares — an estimated $296K sold.

Plante Moran Financial Advisors first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $447K in Q1 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Plante Moran Financial Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 8,119 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $296K.
Plante Moran Financial Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
Plante Moran Financial Advisors's Energy Transfer Partners L.p. position peaked at $447K in Q1 2015.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.