FM
RGP

Family Management’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Family Management’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-29,000
Closed -$829K – 78
2013
Q3 		$829K Hold
29,000
– – 0.54% 45
2013
Q2 		$782K Buy
+29,000
New +$754K 0.48% 46

Other funds holding RGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Family Management's RGP Position: Q4 2013 in Review

Family Management sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q4 2013, closing a stake of 29,000 shares — an estimated $829K sold.

Family Management first reported a position in RGP in Q2 2013 and held it in 2 quarters. The position peaked at $829K in Q3 2013. 145 funds tracked by Wall St. Rank hold RGP as of Q4 2013.

  • Family Management reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q4 2013 after selling out during the quarter.
  • Family Management sold 29,000 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q4 2013, an estimated $829K.
  • Family Management first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q2 2013 and held it in 2 quarters.
  • Family Management's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $829K in Q3 2013.
  • 145 funds tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q4 2013.

Based on Family Management's 13F filing for Q4 2013, filed 14 Feb 2014.