SIAP
ETP

Sterling Investment Advisors (Pennsylvania)’s Energy Transfer Partners, L.P. ETP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-3,200
Closed -$78K – 392
2017
Q1 		$78K Sell
3,200
-1,600
-33% -$39.9K 0.06% 146
2016
Q4 		$115K Buy
+4,800
New +$121K 0.09% 108

Other funds holding ETP

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ETP Position: Q2 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Energy Transfer Partners, L.P. (ETP) in Q2 2017, closing a stake of 3,200 shares — an estimated $78K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ETP in Q4 2016 and held it in 2 quarters. The position peaked at $115K in Q4 2016. 471 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Energy Transfer Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 3,200 Energy Transfer Partners, L.P. shares in Q2 2017, an estimated $78K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Energy Transfer Partners, L.P. in Q4 2016 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Energy Transfer Partners, L.P. position peaked at $115K in Q4 2016.
  • 471 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2017, filed 9 Aug 2017.