JWM
TCP

Jacobus Wealth Management’s TC Pipelines LP TCP Stock Holding History

Jacobus Wealth Management’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10,810
Closed -$521K – 265
2016
Q1 		$521K Buy
10,810
+105
+1% +$4.76K 0.15% 113
2015
Q4 		$532K Hold
10,705
– – 0.15% 115
2015
Q3 		$510K Hold
10,705
– – 0.15% 114
2015
Q2 		$610K Sell
10,705
-2,815
-21% -$179K 0.15% 113
2015
Q1 		$881K Sell
13,520
-300
-2% -$19.7K 0.23% 80
2014
Q4 		$984K Sell
13,820
-105
-0.8% -$7.21K 0.26% 75
2014
Q3 		$943K Sell
13,925
-1,665
-11% -$93.1K 0.26% 82
2014
Q2 		$805K Buy
15,590
+3,120
+25% +$159K 0.21% 97
2014
Q1 		$598K Buy
12,470
+1,860
+18% +$87.1K 0.15% 121
2013
Q4 		$514K Hold
10,610
– – 0.15% 116
2013
Q3 		$517K Hold
10,610
– – 0.18% 98
2013
Q2 		$512K Buy
+10,610
New +$490K 0.19% 97

Other funds holding TCP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Argyll Research Wilmington, Delaware $377M AUM 4.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return