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

Reilly 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	-497	Closed	-$18K	–	1015
2017 Q1	$18K	Hold	497	–	–	﹤0.01%	506
2016 Q4	$18K	Hold	497	–	–	﹤0.01%	472
2016 Q3	$18K	Hold	497	–	–	﹤0.01%	429
2016 Q2	$19K	Hold	497	–	–	﹤0.01%	407
2016 Q1	$16K	Sell	497 -1,700	-77%	-$47.4K	﹤0.01%	661
2015 Q4	$74K	Buy	2,197 +1,700	+342%	+$66.7K	0.01%	325
2015 Q3	$20K	Sell	497 -413	-45%	-$20K	﹤0.01%	611
2015 Q2	$48K	Buy	910 +413	+83%	+$23K	0.01%	447
2015 Q1	$28K	Sell	497 -50	-9%	-$2.96K	﹤0.01%	570
2014 Q4	$36K	Hold	547	–	–	0.01%	308
2014 Q3	$35K	Sell	547 -900	-62%	-$52K	0.01%	306
2014 Q2	$84K	Buy	1,447 +950	+191%	+$53.3K	0.02%	205
2014 Q1	$27K	Hold	497	–	–	0.01%	373
2013 Q4	$28K	Hold	497	–	–	0.01%	342
2013 Q3	$26K	Hold	497	–	–	0.01%	312
2013 Q2	$25K	Buy	+497	New	+$24.5K	0.01%	325

Other funds holding ETP

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 $984M AUM 41.12% 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 $183M AUM 1.21% 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

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

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

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

Reilly Financial Advisors's ETP Position: Q2 2017 in Review

Reilly Financial Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 497 shares — an estimated $18K sold.

Reilly Financial Advisors first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $84K in Q2 2014. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Reilly Financial Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Reilly Financial Advisors sold 497 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $18K.
Reilly Financial Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
Reilly Financial Advisors's Energy Transfer Partners L.p. position peaked at $84K in Q2 2014.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.