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

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 $984M AUM 41.12% 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 $183M AUM 1.21% 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

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

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.