RA
EROC

Rational Advisors’s EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR EROC Stock Holding History

Rational Advisors’s Portfolio EROC Stock Details EROC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$357K Buy
60,000
+30,000
+100% +$187K 0.03% 394
2013
Q3 		$213K Buy
+30,000
New +$209K 0.02% 502

Other funds holding EROC

GFWEV
G.F.W. Energy VIII Irving, Texas $76.3M AUM 11.41% 1-Year Est. Return
GFWEV
G.F.W. Energy VII Irving, Texas $1.49M AUM 89.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rational Advisors's EROC Position: Q4 2013 in Review

Rational Advisors increased its EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR (EROC) stake by 100% in Q4 2013, buying an estimated $187K and bringing the position to 60,000 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #394.

Rational Advisors first reported a position in EROC in Q3 2013 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold EROC as of Q4 2013.

  • Rational Advisors held 60,000 shares of EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR worth $357K as of Q4 2013.
  • Rational Advisors bought 30,000 EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR shares in Q4 2013, an estimated $187K.
  • EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR made up 0.03% of Rational Advisors's portfolio in Q4 2013, its #394 holding.
  • Rational Advisors first reported a position in EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR in Q3 2013 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.