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
2015
Q4 		$66 Buy
+2,594
New +$71.8K ﹤0.01% 1651
2015
Q2 		$41K Buy
+1,085
New +$44.3K 0.02% 194

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

WealthPLAN Partners's ETP Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Energy Transfer Partners, L.P. (ETP) in Q4 2015: 2,594 shares worth $66. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in ETP as recently as Q2 2015.

WealthPLAN Partners first reported a position in ETP in Q2 2015 and has held it in 2 quarters since. The position peaked at $41K in Q2 2015. 263 funds tracked by Wall St. Rank hold ETP as of Q4 2015.

  • WealthPLAN Partners held 2,594 shares of Energy Transfer Partners, L.P. worth $66 as of Q4 2015.
  • Energy Transfer Partners, L.P. was a new WealthPLAN Partners position in Q4 2015.
  • Energy Transfer Partners, L.P. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1651 holding.
  • WealthPLAN Partners first reported a position in Energy Transfer Partners, L.P. in Q2 2015 and has held it in 2 quarters since.
  • WealthPLAN Partners's Energy Transfer Partners, L.P. position peaked at $41K in Q2 2015.
  • 263 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.