Gupta Wealth Management’s Energy Transfer Partners ET Stock Holding History

Gupta Wealth Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$15K	Buy	2,100 +300	+17%	+$2.35K	﹤0.01%	750
2015 Q4	$25K	Sell	1,800 -11,700	-87%	-$219K	0.01%	600
2015 Q3	$281K	Sell	13,500 -1,600	-11%	-$45.2K	0.07%	196
2015 Q2	$484K	Hold	15,100	–	–	0.12%	150
2015 Q1	$478K	Buy	+15,100	New	+$447K	0.14%	132

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Gupta Wealth Management's ET Position: Q1 2016 in Review

Gupta Wealth Management increased its Energy Transfer Partners (ET) stake by 17% in Q1 2016, buying an estimated $2.35K and bringing the position to 2,100 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Gupta Wealth Management first reported a position in ET in Q1 2015 and has held it in 5 quarters since. The position peaked at $484K in Q2 2015. 341 funds tracked by Wall St. Rank hold ET as of Q1 2016.

Gupta Wealth Management held 2,100 shares of Energy Transfer Partners worth $15K as of Q1 2016.
Gupta Wealth Management bought 300 Energy Transfer Partners shares in Q1 2016, an estimated $2.35K.
Energy Transfer Partners made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #750 holding.
Gupta Wealth Management first reported a position in Energy Transfer Partners in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Energy Transfer Partners position peaked at $484K in Q2 2015.
341 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.