Gary Goldberg Planning Services’s Energy Transfer Partners ET Stock Holding History

Gary Goldberg Planning Services’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$15K	Hold	510	–	–	0.01%	317
2014 Q3	$16K	Sell	510 -490	-49%	-$14.4K	0.01%	329
2014 Q2	$29K	Sell	1,000 -320	-24%	-$8.09K	0.01%	273
2014 Q1	$31K	Hold	1,320	–	–	0.02%	250
2013 Q4	$27K	Hold	1,320	–	–	0.02%	237
2013 Q3	$22K	Hold	1,320	–	–	0.01%	247
2013 Q2	$20K	Buy	+1,320	New	+$19.3K	0.01%	242

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Gary Goldberg Planning Services's ET Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Energy Transfer Partners (ET) position steady in Q4 2014 at 510 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #317.

Gary Goldberg Planning Services first reported a position in ET in Q2 2013 and has held it in 7 quarters since. The position peaked at $31K in Q1 2014. 390 funds tracked by Wall St. Rank hold ET as of Q4 2014.

Gary Goldberg Planning Services held 510 shares of Energy Transfer Partners worth $15K as of Q4 2014.
Gary Goldberg Planning Services left its Energy Transfer Partners share count unchanged in Q4 2014.
Energy Transfer Partners made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #317 holding.
Gary Goldberg Planning Services first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Energy Transfer Partners position peaked at $31K in Q1 2014.
390 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.