RPg Family Wealth Advisory’s Energy Transfer Partners, L.P. ETP Stock Holding History

RPg Family Wealth Advisory’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
2018 Q3	–	Sell	-1,260	Closed	-$24K	–	281
2018 Q2	$24K	Sell	1,260 -1,540	-55%	-$28.3K	0.02%	159
2018 Q1	$45.4K	Buy	2,800 +1,540	+122%	+$28.6K	0.04%	125
2017 Q4	$22.6K	Hold	1,260	–	–	0.02%	198
2017 Q3	$23K	Sell	1,260 -990	-44%	-$19.2K	0.02%	206
2017 Q2	$45.9K	Buy	+2,250	New	+$50.2K	0.04%	162

Other funds holding ETP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RPg Family Wealth Advisory's ETP Position: Q3 2018 in Review

RPg Family Wealth Advisory sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2018, closing a stake of 1,260 shares — an estimated $24K sold.

RPg Family Wealth Advisory first reported a position in ETP in Q2 2017 and held it in 5 quarters. The position peaked at $45.9K in Q2 2017. 529 funds tracked by Wall St. Rank hold ETP as of Q3 2018.

RPg Family Wealth Advisory reported no remaining Energy Transfer Partners, L.P. position as of Q3 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,260 Energy Transfer Partners, L.P. shares in Q3 2018, an estimated $24K.
RPg Family Wealth Advisory first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 5 quarters.
RPg Family Wealth Advisory's Energy Transfer Partners, L.P. position peaked at $45.9K in Q2 2017.
529 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.