WA
ETP

WESPAC Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History

WESPAC Advisors’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
Q1 		– Sell
-17,413
Closed -$1.13M – 145
2014
Q4 		$1.13M Buy
17,413
+1,232
+8% +$78.7K 0.79% 48
2014
Q3 		$1.03M Buy
16,181
+6,932
+75% +$401K 0.83% 46
2014
Q2 		$536K Sell
9,249
-8,100
-47% -$454K 0.61% 64
2014
Q1 		$933K Sell
17,349
-1,769
-9% -$95.9K 0.81% 43
2013
Q4 		$1.09M Buy
19,118
+8,099
+74% +$430K 0.91% 31
2013
Q3 		$574K Buy
11,019
+530
+5% +$27.4K 0.67% 62
2013
Q2 		$530K Buy
+10,489
New +$517K 0.81% 52

Other funds holding ETP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WESPAC Advisors's ETP Position: Q1 2015 in Review

WESPAC Advisors sold out of Energy Transfer Partners L.p. (ETP) in Q1 2015, closing a stake of 17,413 shares — an estimated $1.13M sold.

WESPAC Advisors first reported a position in ETP in Q2 2013 and held it in 7 quarters. The position peaked at $1.13M in Q4 2014. 504 funds tracked by Wall St. Rank hold ETP as of Q1 2015.

  • WESPAC Advisors reported no remaining Energy Transfer Partners L.p. position as of Q1 2015 after selling out during the quarter.
  • WESPAC Advisors sold 17,413 Energy Transfer Partners L.p. shares in Q1 2015, an estimated $1.13M.
  • WESPAC Advisors first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 7 quarters.
  • WESPAC Advisors's Energy Transfer Partners L.p. position peaked at $1.13M in Q4 2014.
  • 504 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2015.

Based on WESPAC Advisors's 13F filing for Q1 2015, filed 27 Apr 2015.