UCFA
ETP

United Capital Financial Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

United Capital Financial Advisors’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
-12,269
Closed -$448K – 1352
2017
Q1 		$448K Sell
12,269
-4,004
-25% -$149K ﹤0.01% 940
2016
Q4 		$583K Sell
16,273
-540
-3% -$19.3K 0.01% 895
2016
Q3 		$622K Buy
16,813
+4,232
+34% +$166K 0.01% 898
2016
Q2 		$478K Buy
12,581
+5,125
+69% +$184K ﹤0.01% 931
2016
Q1 		$241K Sell
7,456
-79
-1% -$2.2K ﹤0.01% 1073
2015
Q4 		$254K Sell
7,535
-34,700
-82% -$1.36M ﹤0.01% 1063
2015
Q3 		$1.74M Buy
42,235
+21,691
+106% +$1.05M 0.02% 552
2015
Q2 		$1.07M Buy
20,544
+5,286
+35% +$295K 0.01% 714
2015
Q1 		$882K Sell
15,258
-1,941
-11% -$115K 0.01% 751
2014
Q4 		$1.12M Sell
17,199
-791
-4% -$50.6K 0.02% 622
2014
Q3 		$1.15M Buy
17,990
+5,402
+43% +$312K 0.02% 570
2014
Q2 		$730K Buy
12,588
+1,211
+11% +$67.9K 0.01% 619
2014
Q1 		$612K Buy
11,377
+5,930
+109% +$322K 0.01% 598
2013
Q4 		$312K Sell
5,447
-3,785
-41% -$201K 0.01% 526
2013
Q3 		$481K Buy
9,232
+1,149
+14% +$59.3K 0.02% 448
2013
Q2 		$409K Buy
+8,083
New +$398K 0.01% 543

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

United Capital Financial Advisors's ETP Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 12,269 shares — an estimated $448K sold.

United Capital Financial Advisors first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $1.74M in Q3 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,269 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $448K.
  • United Capital Financial Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
  • United Capital Financial Advisors's Energy Transfer Partners L.p. position peaked at $1.74M in Q3 2015.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.