Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group’s Energy Transfer Partners, L.P. ETP Stock Holding History

Sumitomo Mitsui Trust Group’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
2018 Q4	–	Sell	-842,500	Closed	-$18.8M	–	954
2018 Q3	$18.8M	Sell	842,500 -56,000	-6%	-$1.22M	0.02%	624
2018 Q2	$17.1M	Buy	898,500 +110,000	+14%	+$2.02M	0.02%	635
2018 Q1	$12.8M	Buy	788,500 +11,000	+1%	+$204K	0.02%	646
2017 Q4	$13.9M	Buy	777,500 +27,000	+4%	+$466K	0.02%	639
2017 Q3	$13.7M	Buy	750,500 +100,000	+15%	+$1.94M	0.02%	630
2017 Q2	$13.3M	Buy	650,500 +630,500	+3,153%	+$14.1M	0.02%	633
2017 Q1	$488K	Sell	20,000 -27,000	-57%	-$674K	﹤0.01%	817
2016 Q4	$1.13M	Buy	+47,000	New	+$1.19M	﹤0.01%	775
2016 Q3	–	Sell	-12,000	Closed	-$345K	–	878
2016 Q2	$345K	Sell	12,000 -6,000	-33%	-$165K	﹤0.01%	814
2016 Q1	$451K	Buy	+18,000	New	+$408K	﹤0.01%	821

Other funds holding ETP

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

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return

Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return