PMFA
RGP

Plante Moran Financial Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Plante Moran Financial 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 		– Sell
-204
Closed -$5K – 852
2014
Q4 		$5K Buy
+204
New +$5.78K ﹤0.01% 680

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O
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AA
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UBS Group
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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

Plante Moran Financial Advisors's RGP Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q1 2015, closing a stake of 204 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in RGP in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 217 funds tracked by Wall St. Rank hold RGP as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 204 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q1 2015, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $5K in Q4 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 Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.