CWM
TCP

Concert Wealth Management’s TC Pipelines LP TCP Stock Holding History

Concert Wealth Management’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,853
Closed -$222K – 752
2015
Q2 		$222K Buy
+3,853
New +$245K 0.03% 606

Other funds holding TCP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Argyll Research Wilmington, Delaware $377M AUM 4.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Concert Wealth Management's TCP Position: Q3 2015 in Review

Concert Wealth Management sold out of TC Pipelines LP (TCP) in Q3 2015, closing a stake of 3,853 shares — an estimated $222K sold.

Concert Wealth Management first reported a position in TCP in Q2 2015 and held it in 1 quarter. The position peaked at $222K in Q2 2015. 148 funds tracked by Wall St. Rank hold TCP as of Q3 2015.

  • Concert Wealth Management reported no remaining TC Pipelines LP position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 3,853 TC Pipelines LP shares in Q3 2015, an estimated $222K.
  • Concert Wealth Management first reported a position in TC Pipelines LP in Q2 2015 and held it in 1 quarter.
  • Concert Wealth Management's TC Pipelines LP position peaked at $222K in Q2 2015.
  • 148 funds tracked by Wall St. Rank held TC Pipelines LP as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.