YWP
ETP

YorkBridge Wealth Partners’s Energy Transfer Partners L.p. ETP Stock Holding History

YorkBridge Wealth Partners’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
-695
Closed -$25K – 985
2016
Q4 		$25K Buy
+695
New +$24.8K 0.01% 447

Other funds holding ETP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

YorkBridge Wealth Partners's ETP Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Energy Transfer Partners L.p. (ETP) in Q1 2017, closing a stake of 695 shares — an estimated $25K sold.

YorkBridge Wealth Partners first reported a position in ETP in Q4 2016 and held it in 1 quarter. The position peaked at $25K in Q4 2016. 468 funds tracked by Wall St. Rank hold ETP as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Energy Transfer Partners L.p. position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 695 Energy Transfer Partners L.p. shares in Q1 2017, an estimated $25K.
  • YorkBridge Wealth Partners first reported a position in Energy Transfer Partners L.p. in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Energy Transfer Partners L.p. position peaked at $25K in Q4 2016.
  • 468 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.