Sheets Smith Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Sheets Smith Wealth Management’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	-13,128	Closed	-$479K	–	332
2017 Q1	$479K	Buy	13,128 +39	+0.3%	+$1.45K	0.13%	184
2016 Q4	$469K	Buy	13,089 +38	+0.3%	+$1.35K	0.13%	193
2016 Q3	$483K	Buy	13,051 +35	+0.3%	+$1.38K	0.14%	182
2016 Q2	$496K	Buy	13,016 +37	+0.3%	+$1.32K	0.14%	177
2016 Q1	$420K	Sell	12,979 -2,073	-14%	-$57.8K	0.13%	162
2015 Q4	$508K	Sell	15,052 -447	-3%	-$17.5K	0.15%	154
2015 Q3	$637K	Buy	15,499 +77	+0.5%	+$3.73K	0.22%	123
2015 Q2	$805K	Buy	15,422 +11,720	+317%	+$654K	0.22%	131
2015 Q1	$206K	Buy	3,702 +40	+1%	+$2.37K	0.06%	223
2014 Q4	$238K	Buy	+3,662	New	+$234K	0.06%	216

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

Sheets Smith Wealth Management's ETP Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 13,128 shares — an estimated $479K sold.

Sheets Smith Wealth Management first reported a position in ETP in Q4 2014 and held it in 10 quarters. The position peaked at $805K in Q2 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Sheets Smith Wealth Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Sheets Smith Wealth Management sold 13,128 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $479K.
Sheets Smith Wealth Management first reported a position in Energy Transfer Partners L.p. in Q4 2014 and held it in 10 quarters.
Sheets Smith Wealth Management's Energy Transfer Partners L.p. position peaked at $805K in Q2 2015.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.