GGPS
CMLP

Gary Goldberg Planning Services’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Gary Goldberg Planning Services’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 		$39K Hold
2,592
– – 0.02% 245
2014
Q3 		$59K Hold
2,592
– – 0.02% 198
2014
Q2 		$57K Hold
2,592
– – 0.03% 205
2014
Q1 		$58K Hold
2,592
– – 0.03% 207
2013
Q4 		$65K Buy
+2,592
New +$57.6K 0.04% 179
2013
Q3 		– Sell
-2,592
Closed -$58K – 388
2013
Q2 		$58K Buy
+2,592
New +$60.3K 0.04% 173

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 $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's CMLP Position: Q4 2014 in Review

Gary Goldberg Planning Services held its CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) position steady in Q4 2014 at 2,592 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #245.

Gary Goldberg Planning Services first reported a position in CMLP in Q2 2013 and has held it in 6 quarters since. The position peaked at $65K in Q4 2013. 131 funds tracked by Wall St. Rank hold CMLP as of Q4 2014.

  • Gary Goldberg Planning Services held 2,592 shares of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) worth $39K as of Q4 2014.
  • Gary Goldberg Planning Services left its CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) share count unchanged in Q4 2014.
  • CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #245 holding.
  • Gary Goldberg Planning Services first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q2 2013 and has held it in 6 quarters since.
  • Gary Goldberg Planning Services's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $65K 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 Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.