EWM
CMLP
Evercore Wealth Management’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$24.2K | ﹤0.01% | 913 |
|
2014
Q4 | $34K | Hold |
2,228
| – | – | ﹤0.01% | 595 |
|
2014
Q3 | $50K | Sell |
2,228
-4,000
| -64% | -$89.8K | ﹤0.01% | 613 |
|
2014
Q2 | $137K | Buy |
6,228
+4,500
| +260% | +$99K | 0.01% | 458 |
|
2014
Q1 | $39K | Buy |
+1,728
| New | +$39K | ﹤0.01% | 636 |
|