JWM
CMLP

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

Jacobus Wealth Management’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
Q4 		– Sell
-25,750
Closed -$159K – 298
2015
Q3 		$159K Hold
25,750
– – 0.05% 230
2015
Q2 		$288K Hold
25,750
– – 0.07% 186
2015
Q1 		$374K Hold
25,750
– – 0.1% 150
2014
Q4 		$391K Hold
25,750
– – 0.1% 142
2014
Q3 		$584K Sell
25,750
-2,060
-7% -$46.1K 0.16% 116
2014
Q2 		$614K Sell
27,810
-10,419
-27% -$233K 0.16% 119
2014
Q1 		$862K Sell
38,229
-659
-2% -$15.2K 0.21% 92
2013
Q4 		$968K Buy
38,888
+25,750
+196% +$572K 0.28% 77
2013
Q3 		$290K Sell
13,138
-1
-0% -$23 0.1% 142
2013
Q2 		$292K Buy
+13,139
New +$306K 0.11% 137

Jacobus Wealth Management's CMLP Position: Q4 2015 in Review

Jacobus Wealth Management sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q4 2015, closing a stake of 25,750 shares — an estimated $159K sold.

Jacobus Wealth Management first reported a position in CMLP in Q2 2013 and held it in 10 quarters. The position peaked at $968K in Q4 2013. 0 funds tracked by Wall St. Rank hold CMLP as of Q4 2015.

  • Jacobus Wealth Management reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q4 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 25,750 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q4 2015, an estimated $159K.
  • Jacobus Wealth Management first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q2 2013 and held it in 10 quarters.
  • Jacobus Wealth Management's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $968K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q4 2015.

Based on Jacobus Wealth Management's 13F filing for Q4 2015, filed 8 Feb 2016.