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	–	1533
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

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

HFA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

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

TCI Wealth Advisors's ETP Position: Q4 2016 in Review

TCI Wealth Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q4 2016, closing a stake of 1,627 shares — an estimated $60K sold.

TCI Wealth Advisors first reported a position in ETP in Q2 2013 and held it in 14 quarters. The position peaked at $201K in Q2 2015. 498 funds tracked by Wall St. Rank hold ETP as of Q4 2016.

TCI Wealth Advisors reported no remaining Energy Transfer Partners L.p. position as of Q4 2016 after selling out during the quarter.
TCI Wealth Advisors sold 1,627 Energy Transfer Partners L.p. shares in Q4 2016, an estimated $60K.
TCI Wealth Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 14 quarters.
TCI Wealth Advisors's Energy Transfer Partners L.p. position peaked at $201K in Q2 2015.
498 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2016.

Based on TCI Wealth Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.