WP
ETP

WealthPLAN Partners’s Energy Transfer Partners L.p. ETP Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-754
Closed -$28.7K – 1182
2016
Q2 		$28.7K Buy
+754
New +$27K ﹤0.01% 1191
2015
Q4 		$25.5K Buy
+5,350
New +$210K ﹤0.01% 832

Other funds holding ETP

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

WealthPLAN Partners's ETP Position: Q3 2016 in Review

WealthPLAN Partners sold out of Energy Transfer Partners L.p. (ETP) in Q3 2016, closing a stake of 754 shares — an estimated $28.7K sold.

WealthPLAN Partners first reported a position in ETP in Q4 2015 and held it in 2 quarters. The position peaked at $28.7K in Q2 2016. 488 funds tracked by Wall St. Rank hold ETP as of Q3 2016.

  • WealthPLAN Partners reported no remaining Energy Transfer Partners L.p. position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 754 Energy Transfer Partners L.p. shares in Q3 2016, an estimated $28.7K.
  • WealthPLAN Partners first reported a position in Energy Transfer Partners L.p. in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Energy Transfer Partners L.p. position peaked at $28.7K in Q2 2016.
  • 488 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.