SW
RGP

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

SVB Wealth’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
-26,237
Closed -$601K – 600
2015
Q1 		$601K Sell
26,237
-14,023
-35% -$330K 0.02% 390
2014
Q4 		$967K Buy
+40,260
New +$1.14M 0.03% 312

Other funds holding RGP

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