Fiduciary Financial Services of The Southwest’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Fiduciary Financial Services of The Southwest’s Portfolio CMLP Stock Details CMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-9,986	Closed	-$226K	–	177
2014 Q3	$226K	Hold	9,986	–	–	0.06%	156
2014 Q2	$220K	Hold	9,986	–	–	0.06%	154
2014 Q1	$225K	Hold	9,986	–	–	0.07%	151
2013 Q4	$249K	Buy	+9,986	New	+$222K	0.08%	146

Other funds holding CMLP

FRGX

First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return

KACA

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's CMLP Position: Q4 2014 in Review

Fiduciary Financial Services of The Southwest sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q4 2014, closing a stake of 9,986 shares — an estimated $226K sold.

Fiduciary Financial Services of The Southwest first reported a position in CMLP in Q4 2013 and held it in 4 quarters. The position peaked at $249K in Q4 2013. 131 funds tracked by Wall St. Rank hold CMLP as of Q4 2014.

Fiduciary Financial Services of The Southwest reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q4 2014 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 9,986 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q4 2014, an estimated $226K.
Fiduciary Financial Services of The Southwest first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q4 2013 and held it in 4 quarters.
Fiduciary Financial Services of The Southwest's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $249K in Q4 2013.
131 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q4 2014.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2014, filed 12 Feb 2015.