GKWIM
ETP

Gerber Kawasaki Wealth & Investment Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Gerber Kawasaki Wealth & 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
2017
Q2 		– Sell
-184,375
Closed -$6.69M – 135
2017
Q1 		$6.69M Buy
184,375
+22,453
+14% +$835K 2.88% 10
2016
Q4 		$5.8M Sell
161,922
-22,623
-12% -$807K 3.06% 9
2016
Q3 		$6.83M Buy
184,545
+14,372
+8% +$565K 3.96% 4
2016
Q2 		$6.48M Buy
170,173
+136,758
+409% +$4.9M 4.09% 7
2016
Q1 		$1.08M Buy
33,415
+27,250
+442% +$759K 0.75% 29
2015
Q4 		$207K Buy
+6,165
New +$242K 0.14% 77

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 184,375 shares — an estimated $6.69M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ETP in Q4 2015 and held it in 6 quarters. The position peaked at $6.83M in Q3 2016. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 184,375 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $6.69M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Energy Transfer Partners L.p. in Q4 2015 and held it in 6 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Energy Transfer Partners L.p. position peaked at $6.83M in Q3 2016.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

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