Tiedemann Advisors
ETP

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

Tiedemann 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
2017
Q2 		– Sell
-118,092
Closed -$4.31M – 469
2017
Q1 		$4.31M Sell
118,092
-2,593
-2% -$96.4K 0.36% 56
2016
Q4 		$4.32M Buy
+120,685
New +$4.3M 0.43% 50
2016
Q2 		– Sell
-27,989
Closed -$905K – 63
2016
Q1 		$905K Sell
27,989
-8,500
-23% -$237K 0.72% 31
2015
Q4 		$1.23M Sell
36,489
-10,125
-22% -$397K 0.47% 26
2015
Q3 		$1.92M Buy
46,614
+3,420
+8% +$166K 1.48% 14
2015
Q2 		$2.26M Buy
43,194
+1,410
+3% +$78.7K 2.32% 14
2015
Q1 		$2.33M Buy
41,784
+1,245
+3% +$73.8K 4.26% 8
2014
Q4 		$2.63M Buy
40,539
+18,005
+80% +$1.15M 4.14% 5
2014
Q3 		$1.44M Hold
22,534
– – 2.95% 15
2014
Q2 		$1.3M Buy
22,534
+1,770
+9% +$99.3K 3.06% 15
2014
Q1 		$1.12M Buy
20,764
+5,990
+41% +$325K 3.55% 13
2013
Q4 		$845K Sell
14,774
-15,100
-51% -$801K 2.79% 18
2013
Q3 		$1.55M Hold
29,874
– – 3.12% 20
2013
Q2 		$1.51M Buy
+29,874
New +$1.47M 3.1% 16

Other funds holding ETP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Tiedemann Advisors's ETP Position: Q2 2017 in Review

Tiedemann Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 118,092 shares — an estimated $4.31M sold.

Tiedemann Advisors first reported a position in ETP in Q2 2013 and held it in 14 quarters. The position peaked at $4.32M in Q4 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Tiedemann Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 118,092 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $4.31M.
  • Tiedemann Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 14 quarters.
  • Tiedemann Advisors's Energy Transfer Partners L.p. position peaked at $4.32M in Q4 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Tiedemann Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.