Private Wealth Partners’s Energy Transfer Partners L.p. ETP Stock Holding History

Private Wealth Partners’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 Q1	–	Sell	-25,500	Closed	-$1.46M	–	191
2013 Q4	$1.46M	Sell	25,500 -1,300	-5%	-$69K	0.33%	74
2013 Q3	$1.4M	Hold	26,800	–	–	0.33%	71
2013 Q2	$1.35M	Buy	+26,800	New	+$1.32M	0.34%	74

Other funds holding ETP

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Private Wealth Partners's ETP Position: Q1 2014 in Review

Private Wealth Partners sold out of Energy Transfer Partners L.p. (ETP) in Q1 2014, closing a stake of 25,500 shares — an estimated $1.46M sold.

Private Wealth Partners first reported a position in ETP in Q2 2013 and held it in 3 quarters. The position peaked at $1.46M in Q4 2013. 456 funds tracked by Wall St. Rank hold ETP as of Q1 2014.

Private Wealth Partners reported no remaining Energy Transfer Partners L.p. position as of Q1 2014 after selling out during the quarter.
Private Wealth Partners sold 25,500 Energy Transfer Partners L.p. shares in Q1 2014, an estimated $1.46M.
Private Wealth Partners first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 3 quarters.
Private Wealth Partners's Energy Transfer Partners L.p. position peaked at $1.46M in Q4 2013.
456 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2014.

Based on Private Wealth Partners's 13F filing for Q1 2014, filed 24 Apr 2014.