WBH Advisory’s Energy Transfer Partners, L.P. ETP Stock Holding History

WBH Advisory’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
2016 Q4	–	Sell	-7,160	Closed	-$203K	–	231
2016 Q3	$203K	Buy	+7,160	New	+$208K	0.07%	217
2015 Q4	–	Sell	-8,989	Closed	-$257K	–	207
2015 Q3	$257K	Buy	8,989 +708	+9%	+$24K	0.11%	160
2015 Q2	$314K	Buy	8,281 +290	+4%	+$11.8K	0.12%	152
2015 Q1	$330K	Sell	7,991 -145	-2%	-$6.14K	0.09%	154
2014 Q4	$339K	Buy	8,136 +184	+2%	+$8.47K	0.13%	152
2014 Q3	$383K	Sell	7,952 -141	-2%	-$6.67K	0.13%	142
2014 Q2	$381K	Buy	8,093 +7	+0.1%	+$319	0.14%	147
2014 Q1	$367K	Sell	8,086 -568	-7%	-$22.7K	0.15%	151
2013 Q4	$326K	Buy	+8,654	New	+$299K	0.13%	157
2013 Q3	–	Sell	-6,690	Closed	-$213K	–	200
2013 Q2	$213K	Buy	+6,690	New	+$209K	0.1%	178

Other funds holding ETP

TCA

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

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

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

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

HFA

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

KACA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

WBH Advisory's ETP Position: Q4 2016 in Review

WBH Advisory sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2016, closing a stake of 7,160 shares — an estimated $203K sold.

WBH Advisory first reported a position in ETP in Q2 2013 and held it in 10 quarters. The position peaked at $383K in Q3 2014. 288 funds tracked by Wall St. Rank hold ETP as of Q4 2016.

WBH Advisory reported no remaining Energy Transfer Partners, L.P. position as of Q4 2016 after selling out during the quarter.
WBH Advisory sold 7,160 Energy Transfer Partners, L.P. shares in Q4 2016, an estimated $203K.
WBH Advisory first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 10 quarters.
WBH Advisory's Energy Transfer Partners, L.P. position peaked at $383K in Q3 2014.
288 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2016.

Based on WBH Advisory's 13F filing for Q4 2016, filed 20 Jan 2017.