BerganKDV Wealth Management’s Cypress Environmental Partners, L.P. CELP Stock Holding History

BerganKDV Wealth Management’s Portfolio CELP Stock Details CELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,273	Closed	-$11K	–	1000
2019 Q3	$11K	Buy	+1,273	New	+$9.66K	﹤0.01%	497
2019 Q2	–	Hold	0	–	–	–	535
2019 Q1	–	Hold	0	–	–	–	550
2018 Q4	–	Hold	0	–	–	–	526
2018 Q3	–	Hold	0	–	–	–	519
2018 Q2	–	Hold	0	–	–	–	534

Other funds holding CELP

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BerganKDV Wealth Management's CELP Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Cypress Environmental Partners, L.P. (CELP) in Q4 2019, closing a stake of 1,273 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in CELP in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 15 funds tracked by Wall St. Rank hold CELP as of Q4 2019.

BerganKDV Wealth Management reported no remaining Cypress Environmental Partners, L.P. position as of Q4 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 1,273 Cypress Environmental Partners, L.P. shares in Q4 2019, an estimated $11K.
BerganKDV Wealth Management first reported a position in Cypress Environmental Partners, L.P. in Q3 2019 and held it in 1 quarter.
BerganKDV Wealth Management's Cypress Environmental Partners, L.P. position peaked at $11K in Q3 2019.
15 funds tracked by Wall St. Rank held Cypress Environmental Partners, L.P. as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.