ZIM
ETP

Zacks Investment Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

Zacks Investment Management’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
Q4 		– Sell
-7,682
Closed -$220K – 687
2015
Q3 		$220K Sell
7,682
-629
-8% -$21.3K 0.01% 539
2015
Q2 		$316K Sell
8,311
-459
-5% -$18.7K 0.01% 521
2015
Q1 		$363K Sell
8,770
-3,872
-31% -$164K 0.01% 478
2014
Q4 		$528K Sell
12,642
-4,470
-26% -$206K 0.02% 397
2014
Q3 		$826K Sell
17,112
-10,698
-38% -$506K 0.03% 295
2014
Q2 		$1.31M Sell
27,810
-3,092
-10% -$141K 0.05% 215
2014
Q1 		$1.4M Sell
30,902
-2,350
-7% -$94K 0.05% 201
2013
Q4 		$1.25M Sell
33,252
-3,180
-9% -$110K 0.05% 212
2013
Q3 		$1.21M Buy
36,432
+6,514
+22% +$208K 0.05% 216
2013
Q2 		$957K Buy
+29,918
New +$937K 0.04% 224

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Zacks Investment Management's ETP Position: Q4 2015 in Review

Zacks Investment Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2015, closing a stake of 7,682 shares — an estimated $220K sold.

Zacks Investment Management first reported a position in ETP in Q2 2013 and held it in 10 quarters. The position peaked at $1.4M in Q1 2014. 263 funds tracked by Wall St. Rank hold ETP as of Q4 2015.

  • Zacks Investment Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Zacks Investment Management sold 7,682 Energy Transfer Partners, L.P. shares in Q4 2015, an estimated $220K.
  • Zacks Investment Management first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 10 quarters.
  • Zacks Investment Management's Energy Transfer Partners, L.P. position peaked at $1.4M in Q1 2014.
  • 263 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2015.

Based on Zacks Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.