Atwood & Palmer’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Atwood & Palmer’s Portfolio CMLP Stock Details CMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,000	Closed	-$112K	–	467
2015 Q2	$112K	Hold	10,000	–	–	0.02%	153
2015 Q1	$145K	Buy	+10,000	New	+$150K	0.03%	138
2014 Q4	–	Sell	-10,000	Closed	-$227K	–	421
2014 Q3	$227K	Sell	10,000 -259	-3%	-$5.79K	0.04%	114
2014 Q2	$226K	Sell	10,259 -7,066	-41%	-$158K	0.06%	108
2014 Q1	$391K	Hold	17,325	–	–	0.09%	90
2013 Q4	$431K	Hold	17,325	–	–	0.11%	78
2013 Q3	$383K	Hold	17,325	–	–	0.11%	82
2013 Q2	$385K	Buy	+17,325	New	+$403K	0.1%	77

Other funds holding CMLP

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atwood & Palmer's CMLP Position: Q3 2015 in Review

Atwood & Palmer sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q3 2015, closing a stake of 10,000 shares — an estimated $112K sold.

Atwood & Palmer first reported a position in CMLP in Q2 2013 and held it in 8 quarters. The position peaked at $431K in Q4 2013. 113 funds tracked by Wall St. Rank hold CMLP as of Q3 2015.

Atwood & Palmer reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q3 2015 after selling out during the quarter.
Atwood & Palmer sold 10,000 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q3 2015, an estimated $112K.
Atwood & Palmer first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q2 2013 and held it in 8 quarters.
Atwood & Palmer's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $431K in Q4 2013.
113 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q3 2015.

Based on Atwood & Palmer's 13F filing for Q3 2015, filed 12 Nov 2015.