AI
RGP

Atria Investments’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Atria Investments’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-43,305
Closed -$1.24M – 483
2013
Q3 		$1.24M Buy
43,305
+27,950
+182% +$774K 0.13% 129
2013
Q2 		$414K Buy
+15,355
New +$399K 0.05% 218

Other funds holding RGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Atria Investments's RGP Position: Q4 2013 in Review

Atria Investments sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q4 2013, closing a stake of 43,305 shares — an estimated $1.24M sold.

Atria Investments first reported a position in RGP in Q2 2013 and held it in 2 quarters. The position peaked at $1.24M in Q3 2013. 145 funds tracked by Wall St. Rank hold RGP as of Q4 2013.

  • Atria Investments reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q4 2013 after selling out during the quarter.
  • Atria Investments sold 43,305 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q4 2013, an estimated $1.24M.
  • Atria Investments first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q2 2013 and held it in 2 quarters.
  • Atria Investments's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $1.24M in Q3 2013.
  • 145 funds tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q4 2013.

Based on Atria Investments's 13F filing for Q4 2013, filed 9 Jan 2014.