GWM
CMLP

Gupta Wealth Management’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-23,250
Closed -$337K – 1391
2015
Q1 		$337K Buy
+23,250
New +$349K 0.1% 162

Other funds holding CMLP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gupta Wealth Management's CMLP Position: Q2 2015 in Review

Gupta Wealth Management sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q2 2015, closing a stake of 23,250 shares — an estimated $337K sold.

Gupta Wealth Management first reported a position in CMLP in Q1 2015 and held it in 1 quarter. The position peaked at $337K in Q1 2015. 124 funds tracked by Wall St. Rank hold CMLP as of Q2 2015.

  • Gupta Wealth Management reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 23,250 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q2 2015, an estimated $337K.
  • Gupta Wealth Management first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $337K in Q1 2015.
  • 124 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.