SBIA
ETP

Sheaff Brock Investment Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Sheaff Brock Investment 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
2017
Q2 		– Sell
-77,873
Closed -$2.84M – 678
2017
Q1 		$2.84M Sell
77,873
-33,368
-30% -$1.24M 0.37% 63
2016
Q4 		$3.98M Sell
111,241
-23,083
-17% -$823K 0.5% 48
2016
Q3 		$4.97M Buy
134,324
+49,623
+59% +$1.95M 0.66% 35
2016
Q2 		$3.23M Sell
84,701
-25,358
-23% -$908K 0.41% 53
2016
Q1 		$3.56M Sell
110,059
-19,591
-15% -$546K 0.44% 47
2015
Q4 		$4.37M Buy
+129,650
New +$5.09M 0.5% 44

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 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 $974M AUM 21.37% 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 $6.84B AUM 17.28% 1-Year Est. Return

Sheaff Brock Investment Advisors's ETP Position: Q2 2017 in Review

Sheaff Brock Investment Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 77,873 shares — an estimated $2.84M sold.

Sheaff Brock Investment Advisors first reported a position in ETP in Q4 2015 and held it in 6 quarters. The position peaked at $4.97M in Q3 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Sheaff Brock Investment Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 77,873 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $2.84M.
  • Sheaff Brock Investment Advisors first reported a position in Energy Transfer Partners L.p. in Q4 2015 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Energy Transfer Partners L.p. position peaked at $4.97M in Q3 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.