Truist Financial
ETP

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

Truist 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
-17,112
Closed -$625K – 843
2017
Q1 		$625K Sell
17,112
-802
-4% -$29.8K 0.01% 544
2016
Q4 		$642K Sell
17,914
-1,700
-9% -$60.6K 0.01% 548
2016
Q3 		$725K Buy
19,614
+2,201
+13% +$86.5K 0.01% 524
2016
Q2 		$663K Buy
17,413
+9,957
+134% +$357K 0.01% 545
2016
Q1 		$241K Buy
7,456
+817
+12% +$22.8K 0.01% 693
2015
Q4 		$224K Buy
6,639
+1,493
+29% +$58.6K 0.01% 709
2015
Q3 		$211K Buy
5,146
+68
+1% +$3.3K 0.01% 752
2015
Q2 		$265K Buy
+5,078
New +$283K 0.01% 684
2015
Q1 		– Sell
-3,173
Closed -$206K – 838
2014
Q4 		$206K Sell
3,173
-94
-3% -$6.01K 0.01% 754
2014
Q3 		$209K Buy
+3,267
New +$189K 0.01% 727

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 $4.47B AUM 19.29% 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