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 Q4	$1.31M	Sell	73,316 -800	-1%	-$13.8K	0.02%	210
2017 Q3	$1.36M	Sell	74,116 -400	-0.5%	-$7.76K	0.03%	179
2017 Q2	$1.52M	Buy	74,516 +724	+1%	+$16.1K	0.03%	155
2017 Q1	$1.8M	Hold	73,792	–	–	0.04%	149
2016 Q4	$1.77M	Hold	73,792	–	–	0.04%	155
2016 Q3	$2.1M	Hold	73,792	–	–	0.04%	141
2016 Q2	$2.12M	Hold	73,792	–	–	0.04%	142
2016 Q1	$1.85M	Hold	73,792	–	–	0.04%	150
2015 Q4	$1.9M	Sell	73,792 -3,608	-5%	-$99.9K	0.04%	161
2015 Q3	$2.22M	Hold	77,400	–	–	0.05%	144
2015 Q2	$2.94M	Buy	77,400 +3,400	+5%	+$139K	0.06%	134
2015 Q1	$3.06M	Hold	74,000	–	–	0.07%	131
2014 Q4	$3.09M	Hold	74,000	–	–	0.07%	129
2014 Q3	$3.57M	Hold	74,000	–	–	0.08%	136
2014 Q2	$3.49M	Hold	74,000	–	–	0.08%	152
2014 Q1	$3.36M	Hold	74,000	–	–	0.07%	154
2013 Q4	$2.79M	Hold	74,000	–	–	0.06%	173
2013 Q3	$2.46M	Hold	74,000	–	–	0.06%	179
2013 Q2	$2.37M	Buy	+74,000	New	+$2.32M	0.06%	182

Other funds holding ETP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockefeller Financial Services's ETP Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Energy Transfer Partners, L.P. (ETP) stake by 1.1% in Q4 2017, selling an estimated $13.8K and leaving 73,316 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #210.

Rockefeller Financial Services first reported a position in ETP in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.57M in Q3 2014. 531 funds tracked by Wall St. Rank hold ETP as of Q4 2017.

Rockefeller Financial Services held 73,316 shares of Energy Transfer Partners, L.P. worth $1.31M as of Q4 2017.
Rockefeller Financial Services sold 800 Energy Transfer Partners, L.P. shares in Q4 2017, an estimated $13.8K.
Energy Transfer Partners, L.P. made up 0.02% of Rockefeller Financial Services's portfolio in Q4 2017, its #210 holding.
Rockefeller Financial Services first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Energy Transfer Partners, L.P. position peaked at $3.57M in Q3 2014.
531 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.