Gupta Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History

Gupta Wealth 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
2016 Q1	$185K	Buy	5,707 +4,227	+286%	+$118K	0.04%	255
2015 Q4	$50K	Sell	1,480 -11,319	-88%	-$444K	0.01%	439
2015 Q3	$526K	Sell	12,799 -2,244	-15%	-$109K	0.13%	134
2015 Q2	$785K	Buy	15,043 +5,541	+58%	+$309K	0.19%	107
2015 Q1	$530K	Buy	+9,502	New	+$563K	0.16%	124

Other funds holding ETP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

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

TCA

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

Gupta Wealth Management increased its Energy Transfer Partners L.p. (ETP) stake by 286% in Q1 2016, buying an estimated $118K and bringing the position to 5,707 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #255.

Gupta Wealth Management first reported a position in ETP in Q1 2015 and has held it in 5 quarters since. The position peaked at $785K in Q2 2015. 469 funds tracked by Wall St. Rank hold ETP as of Q1 2016.

Gupta Wealth Management held 5,707 shares of Energy Transfer Partners L.p. worth $185K as of Q1 2016.
Gupta Wealth Management bought 4,227 Energy Transfer Partners L.p. shares in Q1 2016, an estimated $118K.
Energy Transfer Partners L.p. made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #255 holding.
Gupta Wealth Management first reported a position in Energy Transfer Partners L.p. in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Energy Transfer Partners L.p. position peaked at $785K in Q2 2015.
469 funds tracked by Wall St. Rank held Energy Transfer Partners L.p. as of Q1 2016.

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