IBEX Wealth Advisors’s Cheniere Energy CQP Stock Holding History

IBEX Wealth Advisors’s Portfolio CQP Stock Details CQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-62,433	Closed	-$2.84M	–	103
2019 Q3	$2.84M	Buy	62,433 +2,002	+3%	+$88.9K	0.94%	47
2019 Q2	$2.55M	Buy	60,431 +1,404	+2%	+$59.7K	0.74%	53
2019 Q1	$2.48M	Buy	59,027 +9,649	+20%	+$398K	0.87%	48
2018 Q4	$1.78M	Buy	+49,378	New	+$1.8M	0.81%	43
2017 Q1	–	Sell	-700	Closed	-$20K	–	131
2016 Q4	$20K	Buy	+700	New	+$19.8K	0.01%	224

Other funds holding CQP

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IBEX Wealth Advisors's CQP Position: Q4 2019 in Review

IBEX Wealth Advisors sold out of Cheniere Energy (CQP) in Q4 2019, closing a stake of 62,433 shares — an estimated $2.84M sold.

IBEX Wealth Advisors first reported a position in CQP in Q4 2016 and held it in 5 quarters. The position peaked at $2.84M in Q3 2019. 160 funds tracked by Wall St. Rank hold CQP as of Q4 2019.

IBEX Wealth Advisors reported no remaining Cheniere Energy position as of Q4 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 62,433 Cheniere Energy shares in Q4 2019, an estimated $2.84M.
IBEX Wealth Advisors first reported a position in Cheniere Energy in Q4 2016 and held it in 5 quarters.
IBEX Wealth Advisors's Cheniere Energy position peaked at $2.84M in Q3 2019.
160 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2019.

Based on IBEX Wealth Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.