Integrated Wealth Management (Palm Desert)’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CMLP Stock Details CMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-648	Closed	-$7K	–	1452
2015 Q2	$7K	Hold	648	–	–	﹤0.01%	892
2015 Q1	$9K	Buy	+648	New	+$9.74K	﹤0.01%	800

Other funds holding CMLP

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

KACA

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

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

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

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s CMLP Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q3 2015, closing a stake of 648 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CMLP in Q1 2015 and held it in 2 quarters. The position peaked at $9K in Q1 2015. 113 funds tracked by Wall St. Rank hold CMLP as of Q3 2015.

Integrated Wealth Management (Palm Desert) reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q3 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 648 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q3 2015, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q1 2015 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $9K in Q1 2015.
113 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.