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
2018 Q4	–	Sell	-20,685	Closed	-$477K	–	132
2018 Q3	$477K	Sell	20,685 -585	-3%	-$12.7K	0.13%	69
2018 Q2	$397K	Sell	21,270 -1,818	-8%	-$33.4K	0.12%	69
2018 Q1	$374K	Sell	23,088 -4,550	-16%	-$84.5K	0.12%	71
2017 Q4	$495K	Sell	27,638 -170,486	-86%	-$2.94M	0.17%	68
2017 Q3	$3.63M	Sell	198,124 -133,117	-40%	-$2.58M	1.32%	25
2017 Q2	$6.62M	Buy	331,241 +301,706	+1,022%	+$6.73M	2.51%	13
2017 Q1	$716K	Buy	+29,535	New	+$737K	0.31%	57

Other funds holding ETP

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

MVA

Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ETP Position: Q4 2018 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 20,685 shares — an estimated $477K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ETP in Q1 2017 and held it in 7 quarters. The position peaked at $6.62M in Q2 2017. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

Gerber Kawasaki Wealth & Investment Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 20,685 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $477K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Energy Transfer Partners, L.P. in Q1 2017 and held it in 7 quarters.
Gerber Kawasaki Wealth & Investment Management's Energy Transfer Partners, L.P. position peaked at $6.62M in Q2 2017.
8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.