AFP
CBA

Ausdal Financial Partners’s ClearBridge American Energy MLP CBA Stock Holding History

Ausdal Financial Partners’s Portfolio CBA Stock Details CBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,200
Closed -$26K – 1355
2015
Q4 		$26K Buy
+3,200
New +$31.7K 0.01% 655

Other funds holding CBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ausdal Financial Partners's CBA Position: Q1 2016 in Review

Ausdal Financial Partners sold out of ClearBridge American Energy MLP (CBA) in Q1 2016, closing a stake of 3,200 shares — an estimated $26K sold.

Ausdal Financial Partners first reported a position in CBA in Q4 2015 and held it in 1 quarter. The position peaked at $26K in Q4 2015. 34 funds tracked by Wall St. Rank hold CBA as of Q1 2016.

  • Ausdal Financial Partners reported no remaining ClearBridge American Energy MLP position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,200 ClearBridge American Energy MLP shares in Q1 2016, an estimated $26K.
  • Ausdal Financial Partners first reported a position in ClearBridge American Energy MLP in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's ClearBridge American Energy MLP position peaked at $26K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.