OIA
CMLP

Optimum Investment Advisors’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$35K Hold
2,416
– – 0.01% 581
2014
Q4 		$37K Hold
2,416
– – 0.01% 578
2014
Q3 		$55K Sell
2,416
-388
-14% -$8.68K 0.02% 463
2014
Q2 		$62K Buy
2,804
+388
+16% +$8.68K 0.02% 436
2014
Q1 		$54K Hold
2,416
– – 0.02% 391
2013
Q4 		$60K Buy
+2,416
New +$53.7K 0.02% 376

Other funds holding CMLP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's CMLP Position: Q1 2015 in Review

Optimum Investment Advisors held its CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) position steady in Q1 2015 at 2,416 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #581.

Optimum Investment Advisors first reported a position in CMLP in Q4 2013 and has held it in 6 quarters since. The position peaked at $62K in Q2 2014. 123 funds tracked by Wall St. Rank hold CMLP as of Q1 2015.

  • Optimum Investment Advisors held 2,416 shares of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) worth $35K as of Q1 2015.
  • Optimum Investment Advisors left its CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) share count unchanged in Q1 2015.
  • CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #581 holding.
  • Optimum Investment Advisors first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q4 2013 and has held it in 6 quarters since.
  • Optimum Investment Advisors's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $62K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.