Tompkins Financial’s Energy Transfer Partners L.p. ETP Stock Holding History

Tompkins Financial’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	-565	Closed	-$21K	–	390
2017 Q1	$21K	Hold	565	–	–	0.01%	279
2016 Q4	$20K	Hold	565	–	–	0.01%	287
2016 Q3	$21K	Hold	565	–	–	0.01%	274
2016 Q2	$22K	Hold	565	–	–	0.01%	327
2016 Q1	$18K	Hold	565	–	–	0.01%	336
2015 Q4	$19K	Hold	565	–	–	0.01%	374
2015 Q3	$23K	Hold	565	–	–	0.01%	365
2015 Q2	$29K	Hold	565	–	–	0.01%	343
2015 Q1	$31K	Hold	565	–	–	0.01%	344
2014 Q4	$37K	Hold	565	–	–	0.01%	305
2014 Q3	$36K	Hold	565	–	–	0.01%	303
2014 Q2	$33K	Sell	565 -303	-35%	-$17K	0.01%	316
2014 Q1	$47K	Hold	868	–	–	0.01%	289
2013 Q4	$50K	Sell	868 -400	-32%	-$21.2K	0.01%	277
2013 Q3	$66K	Hold	1,268	–	–	0.02%	210
2013 Q2	$64K	Buy	+1,268	New	+$62.5K	0.02%	208

Other funds holding ETP

TCA

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 $882M AUM 42% 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 $185M AUM 6.42% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CCM

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Tompkins Financial's ETP Position: Q2 2017 in Review

Tompkins Financial sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 565 shares — an estimated $21K sold.

Tompkins Financial first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $66K in Q3 2013. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Tompkins Financial reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Tompkins Financial sold 565 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $21K.
Tompkins Financial first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
Tompkins Financial's Energy Transfer Partners L.p. position peaked at $66K in Q3 2013.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Tompkins Financial's 13F filing for Q2 2017, filed 11 Jul 2017.