MWP
CAPL icon

MYCIO Wealth Partners’s CrossAmerica Partners CAPL Stock Holding History

MYCIO Wealth Partners’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-9,325
Closed -$229K – 873
2016
Q2 		$229K Buy
+9,325
New +$222K 0.04% 155

Other funds holding CAPL

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

MYCIO Wealth Partners's CAPL Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of CrossAmerica Partners (CAPL) in Q3 2016, closing a stake of 9,325 shares — an estimated $229K sold.

MYCIO Wealth Partners first reported a position in CAPL in Q2 2016 and held it in 1 quarter. The position peaked at $229K in Q2 2016. 52 funds tracked by Wall St. Rank hold CAPL as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining CrossAmerica Partners position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 9,325 CrossAmerica Partners shares in Q3 2016, an estimated $229K.
  • MYCIO Wealth Partners first reported a position in CrossAmerica Partners in Q2 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's CrossAmerica Partners position peaked at $229K in Q2 2016.
  • 52 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.