IWA
CNXM

IBEX Wealth Advisors’s CNX Midstream Partners LP CNXM Stock Holding History

IBEX Wealth Advisors’s Portfolio CNXM Stock Details CNXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,579
Closed -$59K – 151
2017
Q3 		$59K Buy
+3,579
New +$65.2K 0.02% 138
2017
Q2 		– Sell
-6,956
Closed -$161K – 139
2017
Q1 		$161K Buy
6,956
+3,478
+100% +$80.4K 0.1% 74
2016
Q4 		$84K Buy
+3,478
New +$73.3K 0.04% 150

Other funds holding CNXM

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
OCM
Oakview Capital Management Dallas, Texas $21.6M AUM 20.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

IBEX Wealth Advisors's CNXM Position: Q4 2017 in Review

IBEX Wealth Advisors sold out of CNX Midstream Partners LP (CNXM) in Q4 2017, closing a stake of 3,579 shares — an estimated $59K sold.

IBEX Wealth Advisors first reported a position in CNXM in Q4 2016 and held it in 3 quarters. The position peaked at $161K in Q1 2017. 50 funds tracked by Wall St. Rank hold CNXM as of Q4 2017.

  • IBEX Wealth Advisors reported no remaining CNX Midstream Partners LP position as of Q4 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,579 CNX Midstream Partners LP shares in Q4 2017, an estimated $59K.
  • IBEX Wealth Advisors first reported a position in CNX Midstream Partners LP in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's CNX Midstream Partners LP position peaked at $161K in Q1 2017.
  • 50 funds tracked by Wall St. Rank held CNX Midstream Partners LP as of Q4 2017.

Based on IBEX Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.