Creative Planning’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,800
| Closed | -$42K | – | 4677 |
|
|
2015
Q3 | $42K | Buy |
+6,800
| New | +$42K | ﹤0.01% | 2155 |
|
|
2015
Q2 | – | Sell |
-6,413
| Closed | -$93K | – | 3838 |
|
|
2015
Q1 | $93K | Buy |
6,413
+596
| +10% | +$8.64K | ﹤0.01% | 1609 |
|
|
2014
Q4 | $88K | Sell |
5,817
-130
| -2% | -$1.97K | ﹤0.01% | 1607 |
|
|
2014
Q3 | $135K | Buy |
5,947
+642
| +12% | +$14.6K | ﹤0.01% | 1282 |
|
|
2014
Q2 | $117K | Sell |
5,305
-2,069
| -28% | -$45.6K | ﹤0.01% | 1335 |
|
|
2014
Q1 | $166K | Buy |
7,374
+1,718
| +30% | +$38.7K | ﹤0.01% | 1091 |
|
|
2013
Q4 | $141K | Buy |
+5,656
| New | +$141K | ﹤0.01% | 1018 |
|
|
2013
Q3 | – | Sell |
-4,867
| Closed | -$108K | – | 3471 |
|
|
2013
Q2 | $108K | Buy |
+4,867
| New | +$108K | ﹤0.01% | 943 |
|