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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return