SMA
PSE

Simply Money Advisors’s PIONEER SOUTHWEST ENERGY PARTNERS LP PSE Stock Holding History

Simply Money Advisors’s Portfolio PSE Stock Details PSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-432
Closed -$15K – 435
2013
Q2 		$15K Buy
+432
New +$13K ﹤0.01% 127

Other funds holding PSE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Simply Money Advisors's PSE Position: Q3 2013 in Review

Simply Money Advisors sold out of PIONEER SOUTHWEST ENERGY PARTNERS LP (PSE) in Q3 2013, closing a stake of 432 shares — an estimated $15K sold.

Simply Money Advisors first reported a position in PSE in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 73 funds tracked by Wall St. Rank hold PSE as of Q3 2013.

  • Simply Money Advisors reported no remaining PIONEER SOUTHWEST ENERGY PARTNERS LP position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 432 PIONEER SOUTHWEST ENERGY PARTNERS LP shares in Q3 2013, an estimated $15K.
  • Simply Money Advisors first reported a position in PIONEER SOUTHWEST ENERGY PARTNERS LP in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's PIONEER SOUTHWEST ENERGY PARTNERS LP position peaked at $15K in Q2 2013.
  • 73 funds tracked by Wall St. Rank held PIONEER SOUTHWEST ENERGY PARTNERS LP as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.