ZTNA
ETP

Zions Trust National Association’s Energy Transfer Partners L.p. ETP Stock Holding History

Zions Trust National Association’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
2014
Q1 		– Sell
-1,000
Closed -$57K – 219
2013
Q4 		$57K Hold
1,000
– – 0.08% 85
2013
Q3 		$52K Hold
1,000
– – 0.08% 83
2013
Q2 		$51K Buy
+1,000
New +$49.3K 0.07% 86

Other funds holding ETP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Zions Trust National Association's ETP Position: Q1 2014 in Review

Zions Trust National Association sold out of Energy Transfer Partners L.p. (ETP) in Q1 2014, closing a stake of 1,000 shares — an estimated $57K sold.

Zions Trust National Association first reported a position in ETP in Q2 2013 and held it in 3 quarters. The position peaked at $57K in Q4 2013. 456 funds tracked by Wall St. Rank hold ETP as of Q1 2014.

  • Zions Trust National Association reported no remaining Energy Transfer Partners L.p. position as of Q1 2014 after selling out during the quarter.
  • Zions Trust National Association sold 1,000 Energy Transfer Partners L.p. shares in Q1 2014, an estimated $57K.
  • Zions Trust National Association first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 3 quarters.
  • Zions Trust National Association's Energy Transfer Partners L.p. position peaked at $57K in Q4 2013.
  • 456 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2014.

Based on Zions Trust National Association's 13F filing for Q1 2014, filed 28 Apr 2014.