OIA
RGP

Optimum Investment Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$10K Buy
+437
New +$10.3K ﹤0.01% 806
2014
Q4 		– Sell
-429
Closed -$14K – 1049
2014
Q3 		$14K Sell
429
-1,500
-78% -$47.6K ﹤0.01% 715
2014
Q2 		$62K Buy
1,929
+1,500
+350% +$42.3K 0.02% 437
2014
Q1 		$12K Buy
+429
New +$11.5K ﹤0.01% 584

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Optimum Investment Advisors opened a new position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q1 2015: 437 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Optimum Investment Advisors previously reported a position in RGP as recently as Q3 2014.

Optimum Investment Advisors first reported a position in RGP in Q1 2014 and has held it in 4 quarters since. The position peaked at $62K in Q2 2014. 217 funds tracked by Wall St. Rank hold RGP as of Q1 2015.

  • Optimum Investment Advisors held 437 shares of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS worth $10K as of Q1 2015.
  • REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS was a new Optimum Investment Advisors position in Q1 2015.
  • REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #806 holding.
  • Optimum Investment Advisors first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q1 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $62K in Q2 2014.
  • 217 funds tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q1 2015.

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