LWCFA
CMLP
Loring Wolcott & Coolidge Fiduciary Advisors’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-172
| Closed | -$2K | – | 700 |
|
2015
Q3 | $2K | Hold |
172
| – | – | ﹤0.01% | 604 |
|
2015
Q2 | $2K | Hold |
172
| – | – | ﹤0.01% | 604 |
|
2015
Q1 | $2K | Hold |
172
| – | – | ﹤0.01% | 613 |
|
2014
Q4 | $3K | Hold |
172
| – | – | ﹤0.01% | 609 |
|
2014
Q3 | $4K | Hold |
172
| – | – | ﹤0.01% | 575 |
|
2014
Q2 | $4K | Hold |
172
| – | – | ﹤0.01% | 601 |
|
2014
Q1 | $4K | Hold |
172
| – | – | ﹤0.01% | 592 |
|
2013
Q4 | $4K | Hold |
172
| – | – | ﹤0.01% | 565 |
|
2013
Q3 | $4K | Sell |
172
-1
| -0.6% | -$23 | ﹤0.01% | 528 |
|
2013
Q2 | $4K | Buy |
+173
| New | +$4K | ﹤0.01% | 574 |
|