Heritage Wealth Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Heritage Wealth Advisors’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
2015 Q2	–	Sell	-29,146	Closed	-$669K	–	94
2015 Q1	$669K	Sell	29,146 -4,640	-14%	-$109K	0.55%	31
2014 Q4	$811K	Buy	33,786 +1,544	+5%	+$43.7K	0.72%	24
2014 Q3	$1.05M	Buy	32,242 +714	+2%	+$22.6K	1.1%	15
2014 Q2	$1.01M	Buy	31,528 +251	+0.8%	+$7.08K	1.09%	16
2014 Q1	$849K	Buy	+31,277	New	+$836K	0.98%	19

Other funds holding RGP

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Heritage Wealth Advisors's RGP Position: Q2 2015 in Review

Heritage Wealth Advisors sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q2 2015, closing a stake of 29,146 shares — an estimated $669K sold.

Heritage Wealth Advisors first reported a position in RGP in Q1 2014 and held it in 5 quarters. The position peaked at $1.05M in Q3 2014. 1 fund tracked by Wall St. Rank holds RGP as of Q2 2015.

Heritage Wealth Advisors reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q2 2015 after selling out during the quarter.
Heritage Wealth Advisors sold 29,146 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q2 2015, an estimated $669K.
Heritage Wealth Advisors first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q1 2014 and held it in 5 quarters.
Heritage Wealth Advisors's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $1.05M in Q3 2014.
1 fund tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q2 2015.

Based on Heritage Wealth Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.