Mount Yale Investment Advisors’s Cheniere Energy CQP Stock Holding History

Mount Yale Investment Advisors’s Portfolio CQP Stock Details CQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,910	Closed	-$100K	–	413
2018 Q3	$100K	Buy	2,910 +1,500	+106%	+$56.7K	0.02%	444
2018 Q2	$51K	Hold	1,410	–	–	0.01%	616
2018 Q1	$41K	Buy	+1,410	New	+$42.2K	0.01%	650

Other funds holding CQP

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Mount Yale Investment Advisors's CQP Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Cheniere Energy (CQP) in Q4 2018, closing a stake of 2,910 shares — an estimated $100K sold.

Mount Yale Investment Advisors first reported a position in CQP in Q1 2018 and held it in 3 quarters. The position peaked at $100K in Q3 2018. 153 funds tracked by Wall St. Rank hold CQP as of Q4 2018.

Mount Yale Investment Advisors reported no remaining Cheniere Energy position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,910 Cheniere Energy shares in Q4 2018, an estimated $100K.
Mount Yale Investment Advisors first reported a position in Cheniere Energy in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's Cheniere Energy position peaked at $100K in Q3 2018.
153 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.