Gould Asset Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Gould Asset 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	-15,001	Closed	-$548K	–	131
2017 Q1	$548K	Buy	15,001 +615	+4%	+$22.9K	0.28%	50
2016 Q4	$515K	Buy	14,386 +2,070	+17%	+$73.8K	0.26%	53
2016 Q3	$456K	Sell	12,316 -310	-2%	-$12.2K	0.25%	56
2016 Q2	$481K	Hold	12,626	–	–	0.26%	51
2016 Q1	$408K	Sell	12,626 -2,910	-19%	-$81.1K	0.22%	60
2015 Q4	$524K	Sell	15,536 -2,480	-14%	-$97.3K	0.28%	50
2015 Q3	$740K	Hold	18,016	–	–	0.41%	38
2015 Q2	$940K	Hold	18,016	–	–	0.48%	31
2015 Q1	$1M	Buy	18,016 +75	+0.4%	+$4.45K	0.49%	28
2014 Q4	$1.17M	Buy	17,941 +195	+1%	+$12.5K	0.57%	25
2014 Q3	$1.14M	Buy	17,746 +885	+5%	+$51.2K	0.55%	28
2014 Q2	$977K	Buy	16,861 +1,035	+7%	+$58.1K	0.47%	31
2014 Q1	$851K	Buy	15,826 +5,301	+50%	+$288K	0.45%	33
2013 Q4	$603K	Sell	10,525 -1,405	-12%	-$74.6K	0.35%	38
2013 Q3	$621K	Buy	11,930 +965	+9%	+$49.8K	0.39%	38
2013 Q2	$554K	Buy	+10,965	New	+$540K	0.35%	40

Other funds holding ETP

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

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

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

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return