Wealthspire Advisors (Maryland)’s Energy Transfer Partners L.p. ETP Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q2	–	Sell	-3,253	Closed	-$119K	–	2408
2017 Q1	$119K	Hold	3,253	–	–	0.02%	541
2016 Q4	$116K	Sell	3,253 -1,497	-32%	-$53.4K	0.02%	533
2016 Q3	$176K	Hold	4,750	–	–	0.03%	417
2016 Q2	$181K	Sell	4,750 -164	-3%	-$5.87K	0.03%	392
2016 Q1	$159K	Buy	4,914 +1,060	+28%	+$29.5K	0.03%	412
2015 Q4	$130K	Buy	+3,854	New	+$151K	0.02%	467

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Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

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

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