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

Rockefeller Financial 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
2015 Q2	–	Sell	-2,397	Closed	-$55K	–	533
2015 Q1	$55K	Hold	2,397	–	–	﹤0.01%	413
2014 Q4	$58K	Buy	+2,397	New	+$67.9K	﹤0.01%	381
2014 Q3	–	Sell	-2,397	Closed	-$77K	–	643
2014 Q2	$77K	Hold	2,397	–	–	﹤0.01%	395
2014 Q1	$65K	Buy	+2,397	New	+$64.1K	﹤0.01%	420

Other funds holding RGP

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Rockefeller Financial Services's RGP Position: Q2 2015 in Review

Rockefeller Financial Services sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q2 2015, closing a stake of 2,397 shares — an estimated $55K sold.

Rockefeller Financial Services first reported a position in RGP in Q1 2014 and held it in 4 quarters. The position peaked at $77K in Q2 2014. 1 fund tracked by Wall St. Rank holds RGP as of Q2 2015.

Rockefeller Financial Services reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q2 2015 after selling out during the quarter.
Rockefeller Financial Services sold 2,397 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q2 2015, an estimated $55K.
Rockefeller Financial Services first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q1 2014 and held it in 4 quarters.
Rockefeller Financial Services's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $77K in Q2 2014.
1 fund tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q2 2015.

Based on Rockefeller Financial Services's 13F filing for Q2 2015, filed 14 Jul 2015.