SFWA
ETP

Summit Financial Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

Summit Financial Wealth 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
2016
Q3 		– Sell
-16,059
Closed -$611K – 161
2016
Q2 		$611K Sell
16,059
-7,246
-31% -$259K 0.26% 81
2016
Q1 		$754K Buy
+23,305
New +$649K 0.33% 63
2015
Q3 		– Sell
-1,375
Closed -$71K – 282
2015
Q2 		$71K Buy
+1,375
New +$76.7K 0.04% 120

Other funds holding ETP

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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 $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Summit Financial Wealth Advisors's ETP Position: Q3 2016 in Review

Summit Financial Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q3 2016, closing a stake of 16,059 shares — an estimated $611K sold.

Summit Financial Wealth Advisors first reported a position in ETP in Q2 2015 and held it in 3 quarters. The position peaked at $754K in Q1 2016. 488 funds tracked by Wall St. Rank hold ETP as of Q3 2016.

  • Summit Financial Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q3 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 16,059 Energy Transfer Partners L.p. shares in Q3 2016, an estimated $611K.
  • Summit Financial Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2015 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Energy Transfer Partners L.p. position peaked at $754K in Q1 2016.
  • 488 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2016, filed 5 Oct 2016.