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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-500
Closed -$3K 1114
2015
Q3
$3K Hold
500
﹤0.01% 920
2015
Q2
$6K Hold
500
﹤0.01% 983
2015
Q1
$7K Sell
500
-1,728
-78% -$26K ﹤0.01% 913
2014
Q4
$34K Hold
2,228
﹤0.01% 595
2014
Q3
$50K Sell
2,228
-4,000
-64% -$89.5K ﹤0.01% 613
2014
Q2
$137K Buy
6,228
+4,500
+260% +$101K 0.01% 458
2014
Q1
$39K Buy
+1,728
New +$39.7K ﹤0.01% 636

Evercore Wealth Management's CMLP Position: Q4 2015 in Review

Evercore Wealth Management sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q4 2015, closing a stake of 500 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in CMLP in Q1 2014 and held it in 7 quarters. The position peaked at $137K in Q2 2014. 0 funds tracked by Wall St. Rank hold CMLP as of Q4 2015.

  • Evercore Wealth Management reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 500 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q4 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q1 2014 and held it in 7 quarters.
  • Evercore Wealth Management's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $137K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.