Tortoise Investment Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Tortoise Investment Management’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	-12,575	Closed	-$459K	–	535
2017 Q1	$459K	Buy	12,575 +12,154	+2,887%	+$452K	0.15%	78
2016 Q4	$15K	Hold	421	–	–	0.01%	294
2016 Q3	$16K	Hold	421	–	–	0.01%	272
2016 Q2	$16K	Hold	421	–	–	0.01%	271
2016 Q1	$14K	Hold	421	–	–	0.01%	265
2015 Q4	$14K	Hold	421	–	–	0.01%	291
2015 Q3	$17K	Hold	421	–	–	0.01%	266
2015 Q2	$22K	Buy	+421	New	+$23.5K	0.01%	266
2014 Q3	–	Sell	-111	Closed	-$6K	–	454
2014 Q2	$6K	Hold	111	–	–	﹤0.01%	351
2014 Q1	$6K	Hold	111	–	–	﹤0.01%	298
2013 Q4	$6K	Hold	111	–	–	﹤0.01%	277
2013 Q3	$6K	Hold	111	–	–	﹤0.01%	272
2013 Q2	$6K	Buy	+111	New	+$5.47K	﹤0.01%	285

Other funds holding ETP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 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 $974M AUM 21.37% 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 $6.84B AUM 17.28% 1-Year Est. Return

Tortoise Investment Management's ETP Position: Q2 2017 in Review

Tortoise Investment Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 12,575 shares — an estimated $459K sold.

Tortoise Investment Management first reported a position in ETP in Q2 2013 and held it in 13 quarters. The position peaked at $459K in Q1 2017. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Tortoise Investment Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Tortoise Investment Management sold 12,575 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $459K.
Tortoise Investment Management first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 13 quarters.
Tortoise Investment Management's Energy Transfer Partners L.p. position peaked at $459K in Q1 2017.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Tortoise Investment Management's 13F filing for Q2 2017, filed 2 Aug 2017.