Waverly Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History

Waverly 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
2018 Q1	–	Sell	-10,160	Closed	-$182K	–	392
2017 Q4	$182K	Sell	10,160 -3,000	-23%	-$51.8K	0.03%	233
2017 Q3	$241K	Buy	13,160 +1,665	+14%	+$32.3K	0.05%	200
2017 Q2	$234K	Buy	+11,495	New	+$256K	0.06%	193

Other funds holding ETP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Waverly Advisors's ETP Position: Q1 2018 in Review

Waverly Advisors sold out of Energy Transfer Partners, L.P. (ETP) in Q1 2018, closing a stake of 10,160 shares — an estimated $182K sold.

Waverly Advisors first reported a position in ETP in Q2 2017 and held it in 3 quarters. The position peaked at $241K in Q3 2017. 525 funds tracked by Wall St. Rank hold ETP as of Q1 2018.

Waverly Advisors reported no remaining Energy Transfer Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 10,160 Energy Transfer Partners, L.P. shares in Q1 2018, an estimated $182K.
Waverly Advisors first reported a position in Energy Transfer Partners, L.P. in Q2 2017 and held it in 3 quarters.
Waverly Advisors's Energy Transfer Partners, L.P. position peaked at $241K in Q3 2017.
525 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.