UB
ETP

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 -$2.12M – 320
2014
Q3 		$2.12M 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 		$1.56M Buy
27,240
+272
+1% +$14.4K 0.09% 137
2013
Q3 		$1.41M Hold
26,968
– – 0.08% 149
2013
Q2 		$1.36M Buy
+26,968
New +$1.33M 0.08% 152

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 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 $1.07B AUM 34.04% 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

UMB Bank's ETP Position: Q2 2017 in Review

UMB Bank sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 32,818 shares — an estimated $1.2M sold.

UMB Bank first reported a position in ETP in Q2 2013 and held it in 12 quarters. The position peaked at $2.12M in Q3 2014. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • UMB Bank reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • UMB Bank sold 32,818 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $1.2M.
  • UMB Bank first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 12 quarters.
  • UMB Bank's Energy Transfer Partners L.p. position peaked at $2.12M in Q3 2014.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on UMB Bank's 13F filing for Q2 2017, filed 2 Aug 2017.