MWR
RGP

McAdams Wright Ragen’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

McAdams Wright Ragen’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$316K Sell
9,690
-306
-3% -$9.71K 0.02% 329
2014
Q2 		$321K Buy
9,996
+357
+4% +$10.1K 0.02% 314
2014
Q1 		$262K Buy
+9,639
New +$258K 0.02% 316

Other funds holding RGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McAdams Wright Ragen's RGP Position: Q3 2014 in Review

McAdams Wright Ragen reduced its REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) stake by 3.1% in Q3 2014, selling an estimated $9.71K and leaving 9,690 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #329.

McAdams Wright Ragen first reported a position in RGP in Q1 2014 and has held it in 3 quarters since. The position peaked at $321K in Q2 2014. 226 funds tracked by Wall St. Rank hold RGP as of Q3 2014.

  • McAdams Wright Ragen held 9,690 shares of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS worth $316K as of Q3 2014.
  • McAdams Wright Ragen sold 306 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q3 2014, an estimated $9.71K.
  • REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #329 holding.
  • McAdams Wright Ragen first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q1 2014 and has held it in 3 quarters since.
  • McAdams Wright Ragen's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $321K in Q2 2014.
  • 226 funds tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.