Sonora Investment Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Sonora Investment 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	-4,554	Closed	-$111K	–	1001
2017 Q1	$111K	Hold	4,554	–	–	0.02%	231
2016 Q4	$109K	Hold	4,554	–	–	0.02%	210
2016 Q3	$129K	Hold	4,554	–	–	0.03%	194
2016 Q2	$131K	Hold	4,554	–	–	0.03%	173
2016 Q1	$130K	Hold	4,554	–	–	0.03%	182
2015 Q4	$117K	Hold	4,554	–	–	0.03%	153
2015 Q3	$147K	Buy	+4,554	New	+$155K	0.04%	131

Other funds holding ETP

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sonora Investment Management's ETP Position: Q2 2017 in Review

Sonora Investment Management sold out of Energy Transfer Partners, L.P. (ETP) in Q2 2017, closing a stake of 4,554 shares — an estimated $111K sold.

Sonora Investment Management first reported a position in ETP in Q3 2015 and held it in 7 quarters. The position peaked at $147K in Q3 2015. 471 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Sonora Investment Management reported no remaining Energy Transfer Partners, L.P. position as of Q2 2017 after selling out during the quarter.
Sonora Investment Management sold 4,554 Energy Transfer Partners, L.P. shares in Q2 2017, an estimated $111K.
Sonora Investment Management first reported a position in Energy Transfer Partners, L.P. in Q3 2015 and held it in 7 quarters.
Sonora Investment Management's Energy Transfer Partners, L.P. position peaked at $147K in Q3 2015.
471 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2017.

Based on Sonora Investment Management's 13F filing for Q2 2017, filed 21 Jul 2017.