Executive Wealth Management’s Cheniere Energy CQP Stock Holding History

Executive Wealth Management’s Portfolio CQP Stock Details CQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,014	Closed	-$43K	–	267
2019 Q2	$43K	Buy	1,014 +14	+1%	+$596	0.01%	320
2019 Q1	$42K	Hold	1,000	–	–	0.01%	295
2018 Q4	$36K	Buy	+1,000	New	+$36.4K	0.01%	329

Other funds holding CQP

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Executive Wealth Management's CQP Position: Q3 2019 in Review

Executive Wealth Management sold out of Cheniere Energy (CQP) in Q3 2019, closing a stake of 1,014 shares — an estimated $43K sold.

Executive Wealth Management first reported a position in CQP in Q4 2018 and held it in 3 quarters. The position peaked at $43K in Q2 2019. 157 funds tracked by Wall St. Rank hold CQP as of Q3 2019.

Executive Wealth Management reported no remaining Cheniere Energy position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 1,014 Cheniere Energy shares in Q3 2019, an estimated $43K.
Executive Wealth Management first reported a position in Cheniere Energy in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Cheniere Energy position peaked at $43K in Q2 2019.
157 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.