SWA
LINE

SFMG Wealth Advisors’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History

SFMG Wealth Advisors’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-17,267
Closed -$6K – 114
2016
Q1 		$6K Buy
17,267
+3,876
+29% +$3.2K ﹤0.01% 99
2015
Q4 		$17K Sell
13,391
-5,230
-28% -$11.7K ﹤0.01% 110
2015
Q3 		$50K Hold
18,621
– – 0.01% 112
2015
Q2 		$166K Sell
18,621
-19,543
-51% -$229K 0.04% 116
2015
Q1 		$422K Buy
38,164
+21,724
+132% +$248K 0.03% 112
2014
Q4 		$167K Buy
16,440
+245
+2% +$5.04K 0.04% 118
2014
Q3 		$488K Buy
16,195
+3,194
+25% +$99.4K 0.15% 43
2014
Q2 		$421K Buy
13,001
+115
+0.9% +$3.37K 0.14% 46
2014
Q1 		$365K Buy
12,886
+1,425
+12% +$44.9K 0.12% 49
2013
Q4 		$353K Sell
11,461
-1,830
-14% -$53.1K 0.12% 48
2013
Q3 		$345K Hold
13,291
– – 0.14% 47
2013
Q2 		$441K Buy
+13,291
New +$474K 0.18% 42

Other funds holding LINE

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

SFMG Wealth Advisors's LINE Position: Q2 2016 in Review

SFMG Wealth Advisors sold out of LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS (LINE) in Q2 2016, closing a stake of 17,267 shares — an estimated $6K sold.

SFMG Wealth Advisors first reported a position in LINE in Q2 2013 and held it in 12 quarters. The position peaked at $488K in Q3 2014. 19 funds tracked by Wall St. Rank hold LINE as of Q2 2016.

  • SFMG Wealth Advisors reported no remaining LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position as of Q2 2016 after selling out during the quarter.
  • SFMG Wealth Advisors sold 17,267 LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS shares in Q2 2016, an estimated $6K.
  • SFMG Wealth Advisors first reported a position in LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS in Q2 2013 and held it in 12 quarters.
  • SFMG Wealth Advisors's LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position peaked at $488K in Q3 2014.
  • 19 funds tracked by Wall St. Rank held LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS as of Q2 2016.

Based on SFMG Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.