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	–	478
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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

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

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

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

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return