PFO
QEPM

Pathstone Family Office’s QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE) QEPM Stock Holding History

Pathstone Family Office’s Portfolio QEPM Stock Details QEPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-276
Closed -$7K – 324
2014
Q3 		$7K Buy
+276
New +$6.91K 0.02% 252

Other funds holding QEPM

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pathstone Family Office's QEPM Position: Q4 2014 in Review

Pathstone Family Office sold out of QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE) (QEPM) in Q4 2014, closing a stake of 276 shares — an estimated $7K sold.

Pathstone Family Office first reported a position in QEPM in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 44 funds tracked by Wall St. Rank hold QEPM as of Q4 2014.

  • Pathstone Family Office reported no remaining QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE) position as of Q4 2014 after selling out during the quarter.
  • Pathstone Family Office sold 276 QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE) shares in Q4 2014, an estimated $7K.
  • Pathstone Family Office first reported a position in QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE) in Q3 2014 and held it in 1 quarter.
  • Pathstone Family Office's QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE) position peaked at $7K in Q3 2014.
  • 44 funds tracked by Wall St. Rank held QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE) as of Q4 2014.

Based on Pathstone Family Office's 13F filing for Q4 2014, filed 6 Feb 2015.