Sheets Smith Wealth Management’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Sheets Smith Wealth Management’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	-32,028	Closed	-$732K	–	256
2015 Q1	$732K	Hold	32,028	–	–	0.2%	142
2014 Q4	$769K	Hold	32,028	–	–	0.2%	145
2014 Q3	$1.04M	Hold	32,028	–	–	0.28%	107
2014 Q2	$1.03M	Hold	32,028	–	–	0.28%	110
2014 Q1	$872K	Buy	+32,028	New	+$856K	0.24%	114

Other funds holding RGP

MBT

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

Sheets Smith Wealth Management's RGP Position: Q2 2015 in Review

Sheets Smith Wealth Management sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q2 2015, closing a stake of 32,028 shares — an estimated $732K sold.

Sheets Smith Wealth Management first reported a position in RGP in Q1 2014 and held it in 5 quarters. The position peaked at $1.04M in Q3 2014. 1 fund tracked by Wall St. Rank holds RGP as of Q2 2015.

Sheets Smith Wealth Management reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q2 2015 after selling out during the quarter.
Sheets Smith Wealth Management sold 32,028 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q2 2015, an estimated $732K.
Sheets Smith Wealth Management first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q1 2014 and held it in 5 quarters.
Sheets Smith Wealth Management's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $1.04M in Q3 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 Sheets Smith Wealth Management's 13F filing for Q2 2015, filed 31 Aug 2015.