IMA Advisory Services’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

IMA Advisory Services’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
2014 Q4	–	Sell	-21,536	Closed	-$703K	–	171
2014 Q3	$703K	Sell	21,536 -2,020	-9%	-$64.1K	0.33%	83
2014 Q2	$759K	Sell	23,556 -150	-0.6%	-$4.23K	0.35%	83
2014 Q1	$645K	Buy	23,706 +10,001	+73%	+$267K	0.3%	92
2013 Q4	$360K	Hold	13,705	–	–	0.17%	121
2013 Q3	$392K	Sell	13,705 -455	-3%	-$12.6K	0.19%	114
2013 Q2	$382K	Buy	+14,160	New	+$368K	0.21%	118

Other funds holding RGP

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

TCA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IMA Advisory Services's RGP Position: Q4 2014 in Review

IMA Advisory Services sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q4 2014, closing a stake of 21,536 shares — an estimated $703K sold.

IMA Advisory Services first reported a position in RGP in Q2 2013 and held it in 6 quarters. The position peaked at $759K in Q2 2014. 228 funds tracked by Wall St. Rank hold RGP as of Q4 2014.

IMA Advisory Services reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q4 2014 after selling out during the quarter.
IMA Advisory Services sold 21,536 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q4 2014, an estimated $703K.
IMA Advisory Services first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q2 2013 and held it in 6 quarters.
IMA Advisory Services's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $759K in Q2 2014.
228 funds tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q4 2014.

Based on IMA Advisory Services's 13F filing for Q4 2014, filed 9 Jan 2015.