MWA
CCLP

Meridian Wealth Advisors’s CSI Compressco LP CCLP Stock Holding History

Meridian Wealth Advisors’s Portfolio CCLP Stock Details CCLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Hold
0
– – – 128
2019
Q1 		– Sell
-11,250
Closed -$31.4K – 126
2018
Q4 		$26K Buy
+11,250
New +$50K 0.02% 331

Other funds holding CCLP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Meridian Wealth Advisors's CCLP Position: Q2 2019 in Review

Meridian Wealth Advisors held its CSI Compressco LP (CCLP) position steady in Q2 2019 at 0 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #128.

Meridian Wealth Advisors first reported a position in CCLP in Q4 2018 and has held it in 1 quarter since. The position peaked at $26K in Q4 2018. 37 funds tracked by Wall St. Rank hold CCLP as of Q2 2019.

  • Meridian Wealth Advisors held 0 shares of CSI Compressco LP worth $40K as of Q2 2019.
  • Meridian Wealth Advisors left its CSI Compressco LP share count unchanged in Q2 2019.
  • CSI Compressco LP made up 0.03% of Meridian Wealth Advisors's portfolio in Q2 2019, its #128 holding.
  • Meridian Wealth Advisors first reported a position in CSI Compressco LP in Q4 2018 and has held it in 1 quarter since.
  • Meridian Wealth Advisors's CSI Compressco LP position peaked at $26K in Q4 2018.
  • 37 funds tracked by Wall St. Rank held CSI Compressco LP as of Q2 2019.

Based on Meridian Wealth Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.