SFWA
MCEP

Summit Financial Wealth Advisors’s Mid-Con Energy Partners, LP MCEP Stock Holding History

Summit Financial Wealth Advisors’s Portfolio MCEP Stock Details MCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-51
Closed -$5K – 264
2015
Q2 		$5K Buy
+51
New +$6K ﹤0.01% 251

Other funds holding MCEP

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Summit Financial Wealth Advisors's MCEP Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Mid-Con Energy Partners, LP (MCEP) in Q3 2015, closing a stake of 51 shares — an estimated $5K sold.

Summit Financial Wealth Advisors first reported a position in MCEP in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 32 funds tracked by Wall St. Rank hold MCEP as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Mid-Con Energy Partners, LP position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 51 Mid-Con Energy Partners, LP shares in Q3 2015, an estimated $5K.
  • Summit Financial Wealth Advisors first reported a position in Mid-Con Energy Partners, LP in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Mid-Con Energy Partners, LP position peaked at $5K in Q2 2015.
  • 32 funds tracked by Wall St. Rank held Mid-Con Energy Partners, LP as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.