RDM
ETP

Retirement Design & Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Retirement Design & Management’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
2015
Q4 		– Sell
-17,668
Closed -$726K – 80
2015
Q3 		$726K Hold
17,668
– – 0.75% 37
2015
Q2 		$922K Buy
17,668
+2,167
+14% +$121K 0.79% 37
2015
Q1 		$866K Sell
15,501
-678
-4% -$40.2K 0.75% 38
2014
Q4 		$1.05M Buy
+16,179
New +$1.03M 0.8% 36

Other funds holding ETP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Design & Management's ETP Position: Q4 2015 in Review

Retirement Design & Management sold out of Energy Transfer Partners L.p. (ETP) in Q4 2015, closing a stake of 17,668 shares — an estimated $726K sold.

Retirement Design & Management first reported a position in ETP in Q4 2014 and held it in 4 quarters. The position peaked at $1.05M in Q4 2014. 493 funds tracked by Wall St. Rank hold ETP as of Q4 2015.

  • Retirement Design & Management reported no remaining Energy Transfer Partners L.p. position as of Q4 2015 after selling out during the quarter.
  • Retirement Design & Management sold 17,668 Energy Transfer Partners L.p. shares in Q4 2015, an estimated $726K.
  • Retirement Design & Management first reported a position in Energy Transfer Partners L.p. in Q4 2014 and held it in 4 quarters.
  • Retirement Design & Management's Energy Transfer Partners L.p. position peaked at $1.05M in Q4 2014.
  • 493 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2015.

Based on Retirement Design & Management's 13F filing for Q4 2015, filed 10 Feb 2016.