Trust Company of Vermont’s Energy Transfer Partners L.p. ETP Stock Holding History

Trust Company of Vermont’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	-370	Closed	-$14K	–	1033
2017 Q1	$14K	Hold	370	–	–	﹤0.01%	666
2016 Q4	$13K	Hold	370	–	–	﹤0.01%	674
2016 Q3	$14K	Hold	370	–	–	﹤0.01%	621
2016 Q2	$14K	Sell	370 -1,800	-83%	-$64.5K	﹤0.01%	576
2016 Q1	$70K	Hold	2,170	–	–	0.01%	356
2015 Q4	$73K	Hold	2,170	–	–	0.01%	349
2015 Q3	$89K	Hold	2,170	–	–	0.01%	320
2015 Q2	$113K	Hold	2,170	–	–	0.02%	300
2015 Q1	$121K	Hold	2,170	–	–	0.02%	287
2014 Q4	$141K	Hold	2,170	–	–	0.02%	270
2014 Q3	$139K	Buy	2,170 +1,800	+486%	+$104K	0.02%	265
2014 Q2	$21K	Hold	370	–	–	﹤0.01%	520
2014 Q1	$20K	Hold	370	–	–	﹤0.01%	520
2013 Q4	$21K	Hold	370	–	–	﹤0.01%	482
2013 Q3	$19K	Hold	370	–	–	﹤0.01%	478
2013 Q2	$19K	Buy	+370	New	+$18.2K	﹤0.01%	482

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 $1.41B 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 $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 $7.59B AUM 23.38% 1-Year Est. Return

Trust Company of Vermont's ETP Position: Q2 2017 in Review

Trust Company of Vermont sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 370 shares — an estimated $14K sold.

Trust Company of Vermont first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $141K in Q4 2014. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Trust Company of Vermont reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Trust Company of Vermont sold 370 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $14K.
Trust Company of Vermont first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
Trust Company of Vermont's Energy Transfer Partners L.p. position peaked at $141K in Q4 2014.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Trust Company of Vermont's 13F filing for Q2 2017, filed 12 Jul 2017.