SFG
ETP

SevenBridge Financial Group’s Energy Transfer Partners L.p. ETP Stock Holding History

SevenBridge Financial Group’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
-500
Closed -$18K – 681
2017
Q1 		$18K Hold
500
– – 0.01% 388
2016
Q4 		$18K Hold
500
– – 0.01% 385
2016
Q3 		$18K Hold
500
– – 0.01% 381
2016
Q2 		$19K Buy
+500
New +$17.9K 0.01% 423

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

SevenBridge Financial Group's ETP Position: Q2 2017 in Review

SevenBridge Financial Group sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 500 shares — an estimated $18K sold.

SevenBridge Financial Group first reported a position in ETP in Q2 2016 and held it in 4 quarters. The position peaked at $19K in Q2 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • SevenBridge Financial Group reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 500 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $18K.
  • SevenBridge Financial Group first reported a position in Energy Transfer Partners L.p. in Q2 2016 and held it in 4 quarters.
  • SevenBridge Financial Group's Energy Transfer Partners L.p. position peaked at $19K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on SevenBridge Financial Group's 13F filing for Q2 2017, filed 14 Aug 2017.