Rockefeller Financial Services’s Energy Transfer Partners L.p. ETP Stock Holding History

Rockefeller Financial Services’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	-483	Closed	-$18K	–	477
2017 Q1	$18K	Hold	483	–	–	﹤0.01%	430
2016 Q4	$17K	Hold	483	–	–	﹤0.01%	456
2016 Q3	$18K	Hold	483	–	–	﹤0.01%	425
2016 Q2	$18K	Hold	483	–	–	﹤0.01%	434
2016 Q1	$16K	Hold	483	–	–	﹤0.01%	493
2015 Q4	$16K	Sell	483 -504	-51%	-$19.8K	﹤0.01%	487
2015 Q3	$41K	Hold	987	–	–	﹤0.01%	426
2015 Q2	$52K	Buy	+987	New	+$55.1K	﹤0.01%	394

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

Rockefeller Financial Services's ETP Position: Q2 2017 in Review

Rockefeller Financial Services sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 483 shares — an estimated $18K sold.

Rockefeller Financial Services first reported a position in ETP in Q2 2015 and held it in 8 quarters. The position peaked at $52K in Q2 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Rockefeller Financial Services reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Rockefeller Financial Services sold 483 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $18K.
Rockefeller Financial Services first reported a position in Energy Transfer Partners L.p. in Q2 2015 and held it in 8 quarters.
Rockefeller Financial Services's Energy Transfer Partners L.p. position peaked at $52K in Q2 2015.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Rockefeller Financial Services's 13F filing for Q2 2017, filed 18 Jul 2017.