Sigma Planning Corp’s Energy Transfer Partners L.p. ETP Stock Holding History

Sigma Planning Corp’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	-33,158	Closed	-$1.21M	–	846
2017 Q1	$1.21M	Buy	33,158 +4,706	+17%	+$175K	0.12%	206
2016 Q4	$1.02M	Sell	28,452 -6,842	-19%	-$244K	0.11%	210
2016 Q3	$1.31M	Buy	35,294 +17,625	+100%	+$693K	0.16%	161
2016 Q2	$673K	Sell	17,669 -408	-2%	-$14.6K	0.09%	257
2016 Q1	$585K	Buy	18,077 +1,518	+9%	+$42.3K	0.08%	274
2015 Q4	$559K	Buy	16,559 +5,368	+48%	+$211K	0.08%	289
2015 Q3	$460K	Sell	11,191 -2,749	-20%	-$133K	0.07%	317
2015 Q2	$728K	Buy	13,940 +241	+2%	+$13.4K	0.1%	242
2015 Q1	$764K	Sell	13,699 -1,267	-8%	-$75.1K	0.1%	240
2014 Q4	$973K	Buy	+14,966	New	+$957K	0.13%	188

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