SA
ETP

Strategic Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Strategic Advisors’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
2014
Q1 		– Sell
-22,333
Closed -$1.28M – 140
2013
Q4 		$1.28M Sell
22,333
-13,935
-38% -$740K 0.87% 37
2013
Q3 		$1.89M Sell
36,268
-204
-0.6% -$10.5K 1.55% 19
2013
Q2 		$1.86M Buy
+36,472
New +$1.8M 1.66% 15

Other funds holding ETP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Strategic Advisors's ETP Position: Q1 2014 in Review

Strategic Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q1 2014, closing a stake of 22,333 shares — an estimated $1.28M sold.

Strategic Advisors first reported a position in ETP in Q2 2013 and held it in 3 quarters. The position peaked at $1.89M in Q3 2013. 456 funds tracked by Wall St. Rank hold ETP as of Q1 2014.

  • Strategic Advisors reported no remaining Energy Transfer Partners L.p. position as of Q1 2014 after selling out during the quarter.
  • Strategic Advisors sold 22,333 Energy Transfer Partners L.p. shares in Q1 2014, an estimated $1.28M.
  • Strategic Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 3 quarters.
  • Strategic Advisors's Energy Transfer Partners L.p. position peaked at $1.89M in Q3 2013.
  • 456 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2014.

Based on Strategic Advisors's 13F filing for Q1 2014, filed 8 May 2014.