RMPWM
ETP

Rocky Mountain Private Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Rocky Mountain Private Wealth 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
2016
Q3 		$1K Hold
43
– – 0.74% 18
2016
Q2 		$1K Hold
43
– – 0.64% 21
2016
Q1 		$1K Hold
43
– – 0.65% 21
2015
Q4 		$1K Buy
+43
New +$1.69K 0.67% 22

Other funds holding ETP

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Rocky Mountain Private Wealth Management's ETP Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its Energy Transfer Partners L.p. (ETP) position steady in Q3 2016 at 43 shares worth $1K. The position accounts for 0.74% of the portfolio, ranked #18.

Rocky Mountain Private Wealth Management first reported a position in ETP in Q4 2015 and has held it in 4 quarters since. 487 funds tracked by Wall St. Rank hold ETP as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 43 shares of Energy Transfer Partners L.p. worth $1K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its Energy Transfer Partners L.p. share count unchanged in Q3 2016.
  • Energy Transfer Partners L.p. made up 0.74% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #18 holding.
  • Rocky Mountain Private Wealth Management first reported a position in Energy Transfer Partners L.p. in Q4 2015 and has held it in 4 quarters since.
  • 487 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.