WhitTier Trust Company
ETP

WhitTier Trust Company’s Energy Transfer Partners L.p. ETP Stock Holding History

WhitTier Trust Company’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
-2,076
Closed -$76K – 971
2017
Q1 		$76K Buy
2,076
+762
+58% +$28.3K 0.01% 475
2016
Q4 		$47K Sell
1,314
-52
-4% -$1.85K 0.01% 543
2016
Q3 		$51K Hold
1,366
– – 0.01% 522
2016
Q2 		$52K Hold
1,366
– – 0.01% 518
2016
Q1 		$44K Sell
1,366
-1,200
-47% -$33.4K 0.01% 545
2015
Q4 		$87K Sell
2,566
-1,785
-41% -$70K 0.01% 442
2015
Q3 		$179K Hold
4,351
– – 0.02% 353
2015
Q2 		$227K Buy
4,351
+1,314
+43% +$73.3K 0.03% 341
2015
Q1 		$169K Buy
3,037
+1,000
+49% +$59.3K 0.02% 371
2014
Q4 		$132K Hold
2,037
– – 0.01% 400
2014
Q3 		$130K Hold
2,037
– – 0.01% 393
2014
Q2 		$118K Buy
2,037
+355
+21% +$19.9K 0.01% 421
2014
Q1 		$90K Hold
1,682
– – 0.01% 454
2013
Q4 		$96K Hold
1,682
– – 0.01% 435
2013
Q3 		$88K Hold
1,682
– – 0.01% 430
2013
Q2 		$85K Buy
+1,682
New +$82.9K 0.01% 431

Other funds holding ETP

Tortoise Capital Advisors
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 $984M AUM 41.12% 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 $183M AUM 1.21% 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
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

WhitTier Trust Company's ETP Position: Q2 2017 in Review

WhitTier Trust Company sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 2,076 shares — an estimated $76K sold.

WhitTier Trust Company first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $227K in Q2 2015. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • WhitTier Trust Company reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • WhitTier Trust Company sold 2,076 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $76K.
  • WhitTier Trust Company first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
  • WhitTier Trust Company's Energy Transfer Partners L.p. position peaked at $227K in Q2 2015.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on WhitTier Trust Company's 13F filing for Q2 2017, filed 20 Jul 2017.