Wellington Management Group
ETP

Wellington Management Group’s Energy Transfer Partners L.p. ETP Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-92,553
Closed -$3.31M – 2410
2016
Q4 		$3.31M Buy
92,553
+46,735
+102% +$1.67M ﹤0.01% 1543
2016
Q3 		$1.7M Buy
+45,818
New +$1.8M ﹤0.01% 1688
2015
Q4 		– Sell
-16,978
Closed -$697K – 2360
2015
Q3 		$697K Sell
16,978
-2,845
-14% -$138K ﹤0.01% 1902
2015
Q2 		$1.03M Hold
19,823
– – ﹤0.01% 1829
2015
Q1 		$1.1M Sell
19,823
-3,397
-15% -$201K ﹤0.01% 1832
2014
Q4 		$1.51M Buy
23,220
+9,878
+74% +$631K ﹤0.01% 1761
2014
Q3 		$854K Buy
+13,342
New +$772K ﹤0.01% 1864

Other funds holding ETP

AA
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HFA
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
O
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return