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

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HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return