SFA
ETP

Sequoia Financial Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Sequoia Financial Advisors’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
2014
Q4 		– Sell
-12,176
Closed -$588K – 179
2014
Q3 		$588K Buy
+12,176
New +$576K 0.41% 62
2014
Q2 		– Sell
-17,910
Closed -$814K – 181
2014
Q1 		$814K Sell
17,910
-266
-1% -$10.6K 0.68% 31
2013
Q4 		$686K Buy
+18,176
New +$627K 0.57% 45

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sequoia Financial Advisors's ETP Position: Q4 2014 in Review

Sequoia Financial Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2014, closing a stake of 12,176 shares — an estimated $588K sold.

Sequoia Financial Advisors first reported a position in ETP in Q4 2013 and held it in 3 quarters. The position peaked at $814K in Q1 2014. 286 funds tracked by Wall St. Rank hold ETP as of Q4 2014.

  • Sequoia Financial Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,176 Energy Transfer Partners, L.P. shares in Q4 2014, an estimated $588K.
  • Sequoia Financial Advisors first reported a position in Energy Transfer Partners, L.P. in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's Energy Transfer Partners, L.P. position peaked at $814K in Q1 2014.
  • 286 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2014.

Based on Sequoia Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.