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
2018 Q2	–	Sell	-200	Closed	-$3K	–	1675
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	913
2017 Q4	$4K	Buy	+200	New	+$3.45K	﹤0.01%	865
2017 Q2	–	Sell	-500	Closed	-$12K	–	1410
2017 Q1	$12K	Hold	500	–	–	0.01%	555
2016 Q4	$12K	Hold	500	–	–	0.01%	598
2016 Q3	$14K	Buy	+500	New	+$14.5K	0.01%	509

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

TCI Wealth Advisors's ETP Position: Q2 2018 in Review

TCI Wealth Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q2 2018, closing a stake of 200 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ETP in Q3 2016 and held it in 5 quarters. The position peaked at $14K in Q3 2016. 517 funds tracked by Wall St. Rank hold ETP as of Q2 2018.

TCI Wealth Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q2 2018 after selling out during the quarter.
TCI Wealth Advisors sold 200 Energy Transfer Partners, L.P. shares in Q2 2018, an estimated $3K.
TCI Wealth Advisors first reported a position in Energy Transfer Partners, L.P. in Q3 2016 and held it in 5 quarters.
TCI Wealth Advisors's Energy Transfer Partners, L.P. position peaked at $14K in Q3 2016.
517 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q2 2018.

Based on TCI Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.