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Gerber Kawasaki Wealth & Investment Management’s Energy Transfer Partners ET Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2017
Q2 		– Sell
-44,532
Closed -$850K – 120
2017
Q1 		$850K Sell
44,532
-33,916
-43% -$639K 0.37% 53
2016
Q4 		$1.51M Sell
78,448
-33,427
-30% -$558K 0.8% 35
2016
Q3 		$1.88M Buy
111,875
+30,577
+38% +$516K 1.09% 27
2016
Q2 		$1.17M Buy
+81,298
New +$969K 0.74% 30

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ET Position: Q2 2017 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Energy Transfer Partners (ET) in Q2 2017, closing a stake of 44,532 shares — an estimated $850K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ET in Q2 2016 and held it in 4 quarters. The position peaked at $1.88M in Q3 2016. 359 funds tracked by Wall St. Rank hold ET as of Q2 2017.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Energy Transfer Partners position as of Q2 2017 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 44,532 Energy Transfer Partners shares in Q2 2017, an estimated $850K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Energy Transfer Partners in Q2 2016 and held it in 4 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Energy Transfer Partners position peaked at $1.88M in Q3 2016.
  • 359 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2017.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2017, filed 9 Aug 2017.