EWM
CMLP

Edge Wealth Management’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Edge Wealth Management’s Portfolio CMLP Stock Details CMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-864
Closed -$19K – 451
2014
Q3 		$19K Hold
864
– – 0.01% 265
2014
Q2 		$19K Hold
864
– – 0.01% 256
2014
Q1 		$19K Hold
864
– – 0.01% 242
2013
Q4 		$22K Hold
864
– – 0.01% 218
2013
Q3 		$19K Hold
864
– – 0.01% 205
2013
Q2 		$19K Buy
+864
New +$20.1K 0.01% 192

Other funds holding CMLP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Wealth Management's CMLP Position: Q4 2014 in Review

Edge Wealth Management sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q4 2014, closing a stake of 864 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in CMLP in Q2 2013 and held it in 6 quarters. The position peaked at $22K in Q4 2013. 131 funds tracked by Wall St. Rank hold CMLP as of Q4 2014.

  • Edge Wealth Management reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 864 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q4 2014, an estimated $19K.
  • Edge Wealth Management first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q2 2013 and held it in 6 quarters.
  • Edge Wealth Management's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $22K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.