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

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 $984M AUM 41.12% 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 $183M AUM 1.21% 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

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

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.