WAM
ETP

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 – 2395
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

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ETP Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 3,253 shares — an estimated $119K sold.

Wealthspire Advisors (Maryland) first reported a position in ETP in Q4 2015 and held it in 6 quarters. The position peaked at $181K in Q2 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,253 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $119K.
  • Wealthspire Advisors (Maryland) first reported a position in Energy Transfer Partners L.p. in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Energy Transfer Partners L.p. position peaked at $181K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.