PAS
RGP

Partnervest Advisory Services’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-666
Closed -$21K – 997
2014
Q2 		$21K Sell
666
-1,574
-70% -$44.4K 0.01% 531
2014
Q1 		$61K Buy
+2,240
New +$59.9K 0.03% 303

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Partnervest Advisory Services's RGP Position: Q3 2014 in Review

Partnervest Advisory Services sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q3 2014, closing a stake of 666 shares — an estimated $21K sold.

Partnervest Advisory Services first reported a position in RGP in Q1 2014 and held it in 2 quarters. The position peaked at $61K in Q1 2014. 226 funds tracked by Wall St. Rank hold RGP as of Q3 2014.

  • Partnervest Advisory Services reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 666 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q3 2014, an estimated $21K.
  • Partnervest Advisory Services first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q1 2014 and held it in 2 quarters.
  • Partnervest Advisory Services's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $61K in Q1 2014.
  • 226 funds tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.