GWM
ETP

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 		$401K Buy
16,000
+1,000
+7% +$22.7K 0.09% 159
2015
Q4 		$386K Hold
15,000
– – 0.1% 165
2015
Q3 		$430K Hold
15,000
– – 0.1% 153
2015
Q2 		$570K Hold
15,000
– – 0.14% 132
2015
Q1 		$620K Buy
+15,000
New +$635K 0.18% 112

Other funds holding ETP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 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 6.7% in Q1 2016, buying an estimated $22.7K and bringing the position to 16,000 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #159.

Gupta Wealth Management first reported a position in ETP in Q1 2015 and has held it in 5 quarters since. The position peaked at $620K in Q1 2015. 256 funds tracked by Wall St. Rank hold ETP as of Q1 2016.

  • Gupta Wealth Management held 16,000 shares of Energy Transfer Partners, L.P. worth $401K as of Q1 2016.
  • Gupta Wealth Management bought 1,000 Energy Transfer Partners, L.P. shares in Q1 2016, an estimated $22.7K.
  • Energy Transfer Partners, L.P. made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #159 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 $620K in Q1 2015.
  • 256 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.