Taylor Wealth Management Partners’s Energy Transfer Partners L.p. ETP Stock Holding History

Taylor Wealth Management Partners’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	-107,935	Closed	-$3.94M	–	166
2017 Q1	$3.94M	Buy	107,935 +1,290	+1%	+$48K	1.78%	26
2016 Q4	$3.82M	Sell	106,645 -14,985	-12%	-$534K	1.77%	26
2016 Q3	$4.5M	Sell	121,630 -19,220	-14%	-$755K	2.02%	27
2016 Q2	$5.36M	Buy	140,850 +17,650	+14%	+$632K	2.15%	22
2016 Q1	$3.98M	Sell	123,200 -5,350	-4%	-$149K	1.88%	25
2015 Q4	$4.34M	Buy	128,550 +10,430	+9%	+$409K	1.87%	24
2015 Q3	$4.85M	Buy	+118,120	New	+$5.73M	2.34%	18

Other funds holding ETP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

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

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return