Welch & Forbes’s Energy Transfer Partners L.p. ETP Stock Holding History

Welch & Forbes’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 Q3	–	Sell	-4,863	Closed	-$253K	–	351
2015 Q2	$253K	Buy	+4,863	New	+$271K	0.01%	305

Other funds holding ETP

KACA

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

HFA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Welch & Forbes's ETP Position: Q3 2015 in Review

Welch & Forbes sold out of Energy Transfer Partners L.p. (ETP) in Q3 2015, closing a stake of 4,863 shares — an estimated $253K sold.

Welch & Forbes first reported a position in ETP in Q2 2015 and held it in 1 quarter. The position peaked at $253K in Q2 2015. 531 funds tracked by Wall St. Rank hold ETP as of Q3 2015.

Welch & Forbes reported no remaining Energy Transfer Partners L.p. position as of Q3 2015 after selling out during the quarter.
Welch & Forbes sold 4,863 Energy Transfer Partners L.p. shares in Q3 2015, an estimated $253K.
Welch & Forbes first reported a position in Energy Transfer Partners L.p. in Q2 2015 and held it in 1 quarter.
Welch & Forbes's Energy Transfer Partners L.p. position peaked at $253K in Q2 2015.
531 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q3 2015.

Based on Welch & Forbes's 13F filing for Q3 2015, filed 5 Nov 2015.