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
2018 Q4	–	Sell	-632	Closed	-$14K	–	580
2018 Q3	$14K	Hold	632	–	–	﹤0.01%	369
2018 Q2	$12K	Hold	632	–	–	﹤0.01%	396
2018 Q1	$10K	Hold	632	–	–	﹤0.01%	390
2017 Q4	$11K	Hold	632	–	–	﹤0.01%	387
2017 Q3	$12K	Hold	632	–	–	﹤0.01%	349
2017 Q2	$13K	Buy	+632	New	+$14.1K	﹤0.01%	333

Other funds holding ETP

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

MVA

Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Tortoise Investment Management's ETP Position: Q4 2018 in Review

Tortoise Investment Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 632 shares — an estimated $14K sold.

Tortoise Investment Management first reported a position in ETP in Q2 2017 and held it in 6 quarters. The position peaked at $14K in Q3 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Tortoise Investment Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Tortoise Investment Management sold 632 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $14K.
Tortoise Investment Management first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 6 quarters.
Tortoise Investment Management's Energy Transfer Partners, L.P. position peaked at $14K in Q3 2018.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Tortoise Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.