FIM
QRE

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

Fernwood Investment 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
-10,300
Closed -$184K – 121
2014
Q1 		$184K Hold
10,300
– – 0.17% 107
2013
Q4 		$176K Buy
+10,300
New +$174K 0.12% 133

Other funds holding QRE

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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 16.35% 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

Fernwood Investment Management's QRE Position: Q2 2014 in Review

Fernwood Investment Management sold out of QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) (QRE) in Q2 2014, closing a stake of 10,300 shares — an estimated $184K sold.

Fernwood Investment Management first reported a position in QRE in Q4 2013 and held it in 2 quarters. The position peaked at $184K in Q1 2014. 63 funds tracked by Wall St. Rank hold QRE as of Q2 2014.

  • Fernwood Investment Management reported no remaining QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) position as of Q2 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 10,300 QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) shares in Q2 2014, an estimated $184K.
  • Fernwood Investment Management first reported a position in QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) in Q4 2013 and held it in 2 quarters.
  • Fernwood Investment Management's QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) position peaked at $184K in Q1 2014.
  • 63 funds tracked by Wall St. Rank held QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) as of Q2 2014.

Based on Fernwood Investment Management's 13F filing for Q2 2014, filed 31 Jul 2014.