Tarbox Family Office’s Energy Transfer Partners, L.P. ETP Stock Holding History

Tarbox Family Office’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 Q1	–	Sell	-2,773	Closed	-$50K	–	659
2017 Q4	$50K	Hold	2,773	–	–	0.02%	167
2017 Q3	$51K	Hold	2,773	–	–	0.02%	156
2017 Q2	$57K	Buy	2,773 +2,412	+668%	+$53.8K	0.03%	140
2017 Q1	$9K	Buy	+361	New	+$9.01K	﹤0.01%	307

Other funds holding ETP

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

HFA

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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

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

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

Tarbox Family Office's ETP Position: Q1 2018 in Review

Tarbox Family Office sold out of Energy Transfer Partners, L.P. (ETP) in Q1 2018, closing a stake of 2,773 shares — an estimated $50K sold.

Tarbox Family Office first reported a position in ETP in Q1 2017 and held it in 4 quarters. The position peaked at $57K in Q2 2017. 525 funds tracked by Wall St. Rank hold ETP as of Q1 2018.

Tarbox Family Office reported no remaining Energy Transfer Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Tarbox Family Office sold 2,773 Energy Transfer Partners, L.P. shares in Q1 2018, an estimated $50K.
Tarbox Family Office first reported a position in Energy Transfer Partners, L.P. in Q1 2017 and held it in 4 quarters.
Tarbox Family Office's Energy Transfer Partners, L.P. position peaked at $57K in Q2 2017.
525 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q1 2018.

Based on Tarbox Family Office's 13F filing for Q1 2018, filed 25 Apr 2018.