SMH
ETP

Sanders Morris Harris’s Energy Transfer Partners L.p. ETP Stock Holding History

Sanders Morris Harris’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
-19,967
Closed -$729K – 163
2017
Q1 		$729K Buy
19,967
+200
+1% +$7.44K 0.27% 63
2016
Q4 		$708K Hold
19,767
– – 0.33% 46
2016
Q3 		$731K Sell
19,767
-871
-4% -$34.2K 0.22% 68
2016
Q2 		$786K Buy
20,638
+3,462
+20% +$124K 0.18% 117
2016
Q1 		$556K Buy
+17,176
New +$479K 0.1% 177

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

Sanders Morris Harris's ETP Position: Q2 2017 in Review

Sanders Morris Harris sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 19,967 shares — an estimated $729K sold.

Sanders Morris Harris first reported a position in ETP in Q1 2016 and held it in 5 quarters. The position peaked at $786K in Q2 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Sanders Morris Harris reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Sanders Morris Harris sold 19,967 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $729K.
  • Sanders Morris Harris first reported a position in Energy Transfer Partners L.p. in Q1 2016 and held it in 5 quarters.
  • Sanders Morris Harris's Energy Transfer Partners L.p. position peaked at $786K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Sanders Morris Harris's 13F filing for Q2 2017, filed 13 Jul 2017.