Avior Wealth Management’s Columbia Pipeline Partners LP CPPL Stock Holding History

Avior Wealth Management’s Portfolio CPPL Stock Details CPPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-129	Closed	-$2K	–	525
2016 Q3	$2K	Hold	129	–	–	﹤0.01%	434
2016 Q2	$2K	Sell	129 -48	-27%	-$691	﹤0.01%	431
2016 Q1	$3K	Sell	177 -162	-48%	-$2.49K	﹤0.01%	429
2015 Q4	$6K	Hold	339	–	–	﹤0.01%	358
2015 Q3	$4K	Buy	339 +153	+82%	+$3.11K	﹤0.01%	345
2015 Q2	$5K	Buy	+186	New	+$4.99K	﹤0.01%	317

Other funds holding CPPL

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

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

Avior Wealth Management's CPPL Position: Q4 2016 in Review

Avior Wealth Management sold out of Columbia Pipeline Partners LP (CPPL) in Q4 2016, closing a stake of 129 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in CPPL in Q2 2015 and held it in 6 quarters. The position peaked at $6K in Q4 2015. 80 funds tracked by Wall St. Rank hold CPPL as of Q4 2016.

Avior Wealth Management reported no remaining Columbia Pipeline Partners LP position as of Q4 2016 after selling out during the quarter.
Avior Wealth Management sold 129 Columbia Pipeline Partners LP shares in Q4 2016, an estimated $2K.
Avior Wealth Management first reported a position in Columbia Pipeline Partners LP in Q2 2015 and held it in 6 quarters.
Avior Wealth Management's Columbia Pipeline Partners LP position peaked at $6K in Q4 2015.
80 funds tracked by Wall St. Rank held Columbia Pipeline Partners LP as of Q4 2016.

Based on Avior Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.