TWA
ETP

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

TCI 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
Q4 		– Sell
-1,627
Closed -$60K – 1538
2016
Q3 		$60K Buy
1,627
+26
+2% +$1.02K 0.03% 285
2016
Q2 		$61K Sell
1,601
-342
-18% -$12.2K 0.03% 274
2016
Q1 		$63K Buy
1,943
+1,164
+149% +$32.4K 0.03% 268
2015
Q4 		$26K Sell
779
-1,873
-71% -$73.5K 0.01% 402
2015
Q3 		$109K Sell
2,652
-1,190
-31% -$57.7K 0.07% 185
2015
Q2 		$201K Buy
3,842
+379
+11% +$21.1K 0.12% 130
2015
Q1 		$193K Buy
3,463
+1,533
+79% +$90.9K 0.12% 119
2014
Q4 		$125K Sell
1,930
-300
-13% -$19.2K 0.08% 159
2014
Q3 		$143K Hold
2,230
– – 0.09% 146
2014
Q2 		$129K Hold
2,230
– – 0.08% 152
2014
Q1 		$120K Sell
2,230
-1,000
-31% -$54.2K 0.08% 154
2013
Q4 		$185K Buy
3,230
+1,530
+90% +$81.2K 0.12% 126
2013
Q3 		$89K Hold
1,700
– – 0.07% 160
2013
Q2 		$86K Buy
+1,700
New +$83.8K 0.07% 167

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return