EWM
QRE

Edge Wealth Management’s QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) QRE Stock Holding History

Edge Wealth Management’s Portfolio QRE Stock Details QRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,500
Closed -$27K – 454
2014
Q1 		$27K Hold
1,500
– – 0.01% 216
2013
Q4 		$26K Hold
1,500
– – 0.01% 208
2013
Q3 		$24K Sell
1,500
-2,000
-57% -$33.5K 0.01% 186
2013
Q2 		$61K Buy
+3,500
New +$60.6K 0.04% 116

Other funds holding QRE

NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edge Wealth Management's QRE Position: Q2 2014 in Review

Edge Wealth Management sold out of QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) (QRE) in Q2 2014, closing a stake of 1,500 shares — an estimated $27K sold.

Edge Wealth Management first reported a position in QRE in Q2 2013 and held it in 4 quarters. The position peaked at $61K in Q2 2013. 63 funds tracked by Wall St. Rank hold QRE as of Q2 2014.

  • Edge Wealth Management reported no remaining QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 1,500 QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) shares in Q2 2014, an estimated $27K.
  • Edge Wealth Management first reported a position in QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) in Q2 2013 and held it in 4 quarters.
  • Edge Wealth Management's QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) position peaked at $61K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.