VWM
ETP

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
2014
Q4 		– Sell
-4,330
Closed -$209K – 112
2014
Q3 		$209K Hold
4,330
– – 0.04% 100
2014
Q2 		$204K Sell
4,330
-360
-8% -$16.4K 0.04% 105
2014
Q1 		$213K Buy
+4,690
New +$188K 0.04% 100

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Valley Wealth Managers's ETP Position: Q4 2014 in Review

Valley Wealth Managers sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2014, closing a stake of 4,330 shares — an estimated $209K sold.

Valley Wealth Managers first reported a position in ETP in Q1 2014 and held it in 3 quarters. The position peaked at $213K in Q1 2014. 286 funds tracked by Wall St. Rank hold ETP as of Q4 2014.

  • Valley Wealth Managers reported no remaining Energy Transfer Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • Valley Wealth Managers sold 4,330 Energy Transfer Partners, L.P. shares in Q4 2014, an estimated $209K.
  • Valley Wealth Managers first reported a position in Energy Transfer Partners, L.P. in Q1 2014 and held it in 3 quarters.
  • Valley Wealth Managers's Energy Transfer Partners, L.P. position peaked at $213K in Q1 2014.
  • 286 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2014.

Based on Valley Wealth Managers's 13F filing for Q4 2014, filed 6 Feb 2015.