GAM
ETP

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
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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 $183M AUM 1.21% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Gould Asset Management's ETP Position: Q2 2017 in Review

Gould Asset Management sold out of Energy Transfer Partners L.p. (ETP) in Q2 2017, closing a stake of 15,001 shares — an estimated $548K sold.

Gould Asset Management first reported a position in ETP in Q2 2013 and held it in 16 quarters. The position peaked at $1.17M in Q4 2014. 40 funds tracked by Wall St. Rank hold ETP as of Q2 2017.

  • Gould Asset Management reported no remaining Energy Transfer Partners L.p. position as of Q2 2017 after selling out during the quarter.
  • Gould Asset Management sold 15,001 Energy Transfer Partners L.p. shares in Q2 2017, an estimated $548K.
  • Gould Asset Management first reported a position in Energy Transfer Partners L.p. in Q2 2013 and held it in 16 quarters.
  • Gould Asset Management's Energy Transfer Partners L.p. position peaked at $1.17M in Q4 2014.
  • 40 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q2 2017.

Based on Gould Asset Management's 13F filing for Q2 2017, filed 3 Aug 2017.