UMB Bank’s Energy Transfer Partners L.p. ETP Stock Holding History

UMB Bank’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	-32,818	Closed	-$1.2M	–	354
2017 Q1	$1.2M	Buy	32,818 +750	+2%	+$27.9K	0.04%	187
2016 Q4	$1.15M	Sell	32,068 -900	-3%	-$32.1K	0.04%	190
2016 Q3	$1.22M	Hold	32,968	–	–	0.05%	189
2016 Q2	$1.25M	Buy	32,968 +950	+3%	+$34K	0.05%	184
2016 Q1	$1.03M	Hold	32,018	–	–	0.04%	184
2015 Q4	$1.08M	Buy	+32,018	New	+$1.26M	0.05%	189
2014 Q4	–	Sell	-33,140	Closed	-$2.12K	–	320
2014 Q3	$2.12K	Hold	33,140	–	–	0.1%	131
2014 Q2	$1.92M	Buy	33,140 +6,000	+22%	+$337K	0.09%	140
2014 Q1	$1.46M	Sell	27,140 -100	-0.4%	-$5.42K	0.08%	148
2013 Q4	$1.56K	Buy	27,240 +272	+1%	+$14.4K	0.09%	137
2013 Q3	$1.41K	Hold	26,968	–	–	0.08%	149
2013 Q2	$1.36K	Buy	+26,968	New	+$1.33M	0.08%	152

Other funds holding ETP

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

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

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

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return