Valley Wealth Managers’s Energy Transfer Partners L.p. ETP Stock Holding History

Valley Wealth Managers’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	-1,325	Closed	-$48K	–	202
2017 Q1	$48K	Sell	1,325 -600	-31%	-$22.3K	0.01%	140
2016 Q4	$69K	Hold	1,925	–	–	0.01%	132
2016 Q3	$71K	Buy	1,925 +600	+45%	+$23.6K	0.01%	135
2016 Q2	$50K	Buy	+1,325	New	+$47.4K	0.01%	142

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

Valley Wealth Managers's ETP Position: Q2 2017 in Review

Valley Wealth Managers sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 1,325 shares — an estimated $48K sold.

Valley Wealth Managers first reported a position in ETP in Q2 2016 and held it in 4 quarters. The position peaked at $71K in Q3 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

Valley Wealth Managers reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
Valley Wealth Managers sold 1,325 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $48K.
Valley Wealth Managers first reported a position in Energy Transfer Partners L.p. in Q2 2016 and held it in 4 quarters.
Valley Wealth Managers's Energy Transfer Partners L.p. position peaked at $71K in Q3 2016.
40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.