IFWM
LINE

Institute for Wealth Management’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History

Institute for Wealth Management’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$17K – 134
2013
Q2 		$17K Buy
+500
New +$17.8K 0.01% 76

Other funds holding LINE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's LINE Position: Q3 2013 in Review

Institute for Wealth Management sold out of LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS (LINE) in Q3 2013, closing a stake of 500 shares — an estimated $17K sold.

Institute for Wealth Management first reported a position in LINE in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 224 funds tracked by Wall St. Rank hold LINE as of Q3 2013.

  • Institute for Wealth Management reported no remaining LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 500 LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS shares in Q3 2013, an estimated $17K.
  • Institute for Wealth Management first reported a position in LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position peaked at $17K in Q2 2013.
  • 224 funds tracked by Wall St. Rank held LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.