Ownership history in MATHER GROUP, LLC. Β· 19 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ENERGY TRANSFER EQUITY L P (ET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MATHER GROUP, LLC. underperformed the S&P 500 by β27.6% annually on this ET position. Timing score: 57% (8/14 decisions correct). Average cost basis: $10.22. Maximum drawdown during holding period: β44.3%.
β Significantly underperformed the S&P 500 by 27.6% ann.
18 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $7.31 (2022 Q2) Β· Worst: $17.22 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size