RIA
CMLP

Regal Investment Advisors’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Regal Investment Advisors’s Portfolio CMLP Stock Details CMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,500
Closed -$57K – 1064
2014
Q3 		$57K Sell
2,500
-439
-15% -$9.82K 0.02% 394
2014
Q2 		$65K Hold
2,939
– – 0.02% 343
2014
Q1 		$66K Buy
+2,939
New +$67.6K 0.03% 315
2013
Q4 		– Sell
-2,939
Closed -$65K – 1014
2013
Q3 		$65K Sell
2,939
-301
-9% -$7.04K 0.04% 276
2013
Q2 		$72K Buy
+3,240
New +$75.3K 0.04% 262

Other funds holding CMLP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Investment Advisors's CMLP Position: Q4 2014 in Review

Regal Investment Advisors sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q4 2014, closing a stake of 2,500 shares — an estimated $57K sold.

Regal Investment Advisors first reported a position in CMLP in Q2 2013 and held it in 5 quarters. The position peaked at $72K in Q2 2013. 131 funds tracked by Wall St. Rank hold CMLP as of Q4 2014.

  • Regal Investment Advisors reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 2,500 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q4 2014, an estimated $57K.
  • Regal Investment Advisors first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $72K in Q2 2013.
  • 131 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.