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
2018
Q4 		– Sell
-32,325
Closed -$720K – 155
2018
Q3 		$720K Hold
32,325
– – 0.29% 50
2018
Q2 		$615K Sell
32,325
-600
-2% -$11K 0.27% 53
2018
Q1 		$534K Hold
32,925
– – 0.23% 59
2017
Q4 		$590K Sell
32,925
-7,845
-19% -$135K 0.26% 57
2017
Q3 		$746K Hold
40,770
– – 0.34% 45
2017
Q2 		$831K Buy
40,770
+21,760
+114% +$485K 0.4% 40
2017
Q1 		$464K Buy
19,010
+1,380
+8% +$34.4K 0.23% 60
2016
Q4 		$423K Buy
17,630
+2,275
+15% +$57.5K 0.22% 62
2016
Q3 		$436K Sell
15,355
-410
-3% -$11.9K 0.24% 59
2016
Q2 		$453K Hold
15,765
– – 0.24% 54
2016
Q1 		$395K Sell
15,765
-4,400
-22% -$99.8K 0.21% 62
2015
Q4 		$518K Sell
20,165
-3,830
-16% -$106K 0.28% 51
2015
Q3 		$688K Hold
23,995
– – 0.38% 39
2015
Q2 		$913K Hold
23,995
– – 0.46% 33
2015
Q1 		$992K Buy
23,995
+65
+0.3% +$2.75K 0.49% 31
2014
Q4 		$1M Buy
23,930
+300
+1% +$13.8K 0.49% 30
2014
Q3 		$1.14M Buy
23,630
+560
+2% +$26.5K 0.55% 27
2014
Q2 		$1.09M Buy
23,070
+270
+1% +$12.3K 0.52% 26
2014
Q1 		$1.04M Buy
22,800
+6,950
+44% +$278K 0.55% 28
2013
Q4 		$598K Sell
15,850
-2,950
-16% -$102K 0.35% 39
2013
Q3 		$625K Buy
18,800
+1,420
+8% +$45.4K 0.39% 37
2013
Q2 		$556K Buy
+17,380
New +$544K 0.35% 39

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 $887M AUM 21.42% 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 $142M AUM 22.19% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Gould Asset Management's ETP Position: Q4 2018 in Review

Gould Asset Management sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 32,325 shares — an estimated $720K sold.

Gould Asset Management first reported a position in ETP in Q2 2013 and held it in 22 quarters. The position peaked at $1.14M in Q3 2014. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Gould Asset Management reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Gould Asset Management sold 32,325 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $720K.
  • Gould Asset Management first reported a position in Energy Transfer Partners, L.P. in Q2 2013 and held it in 22 quarters.
  • Gould Asset Management's Energy Transfer Partners, L.P. position peaked at $1.14M in Q3 2014.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Gould Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.