GGPS
ETP

Gary Goldberg Planning Services’s Energy Transfer Partners L.p. ETP Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$104K Hold
1,600
– – 0.04% 143
2014
Q3 		$102K Hold
1,600
– – 0.04% 150
2014
Q2 		$93K Hold
1,600
– – 0.04% 166
2014
Q1 		$86K Hold
1,600
– – 0.04% 167
2013
Q4 		$92K Buy
1,600
+300
+23% +$15.9K 0.05% 144
2013
Q3 		$68K Buy
+1,300
New +$67.1K 0.04% 162

Other funds holding ETP

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Energy Transfer Partners L.p. (ETP) position steady in Q4 2014 at 1,600 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #143.

Gary Goldberg Planning Services first reported a position in ETP in Q3 2013 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold ETP as of Q4 2014.

  • Gary Goldberg Planning Services held 1,600 shares of Energy Transfer Partners L.p. worth $104K as of Q4 2014.
  • Gary Goldberg Planning Services left its Energy Transfer Partners L.p. share count unchanged in Q4 2014.
  • Energy Transfer Partners L.p. made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #143 holding.
  • Gary Goldberg Planning Services first reported a position in Energy Transfer Partners L.p. in Q3 2013 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q4 2014.

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