LPL Financial
CMLP

LPL Financial’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

LPL Financial’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
2014
Q3 		– Sell
-11,245
Closed -$248K – 2836
2014
Q2 		$248K Buy
11,245
+1,741
+18% +$39K ﹤0.01% 2338
2014
Q1 		$214K Sell
9,504
-1,664
-15% -$38.3K ﹤0.01% 2385
2013
Q4 		$278K Buy
+11,168
New +$248K ﹤0.01% 2181

Other funds holding CMLP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's CMLP Position: Q3 2014 in Review

LPL Financial sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q3 2014, closing a stake of 11,245 shares — an estimated $248K sold.

LPL Financial first reported a position in CMLP in Q4 2013 and held it in 3 quarters. The position peaked at $278K in Q4 2013. 139 funds tracked by Wall St. Rank hold CMLP as of Q3 2014.

  • LPL Financial reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q3 2014 after selling out during the quarter.
  • LPL Financial sold 11,245 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q3 2014, an estimated $248K.
  • LPL Financial first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q4 2013 and held it in 3 quarters.
  • LPL Financial's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $278K in Q4 2013.
  • 139 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q3 2014.

Based on LPL Financial's 13F filing for Q3 2014, filed 10 Nov 2014.