Van Hulzen Asset Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Van Hulzen Asset Management’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
2018 Q2	–	Sell	-13,301	Closed	-$216K	–	228
2018 Q1	$216K	Hold	13,301	–	–	0.07%	175
2017 Q4	$238K	Hold	13,301	–	–	0.07%	182
2017 Q3	$243K	Buy	+13,301	New	+$243K	0.08%	148
2016 Q4	–	Sell	-6,500	Closed	-$241K	–	180
2016 Q3	$241K	Hold	6,500	–	–	0.13%	99
2016 Q2	$247K	Hold	6,500	–	–	0.14%	99
2016 Q1	$210K	Buy	6,500 +264	+4%	+$7.36K	0.12%	102
2015 Q4	$210K	Buy	6,236 +2,923	+88%	+$115K	0.13%	98
2015 Q3	$136K	Sell	3,313 -1,098	-25%	-$53.2K	0.09%	120
2015 Q2	$230K	Buy	4,411 +168	+4%	+$9.37K	0.12%	130
2015 Q1	$237K	Buy	+4,243	New	+$252K	0.15%	122

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Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return