VHAM
CMLP

Van Hulzen Asset Management’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

Van Hulzen Asset Management’s Portfolio CMLP Stock Details CMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-30,400
Closed -$689K – 129
2014
Q3 		$689K Sell
30,400
-2,035
-6% -$45.5K 0.7% 46
2014
Q2 		$716K Buy
32,435
+2,565
+9% +$57.4K 0.61% 48
2014
Q1 		$673K Buy
29,870
+1,614
+6% +$37.1K 0.68% 47
2013
Q4 		$703K Buy
+28,256
New +$628K 0.61% 57

Other funds holding CMLP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Van Hulzen Asset Management's CMLP Position: Q4 2014 in Review

Van Hulzen Asset Management sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q4 2014, closing a stake of 30,400 shares — an estimated $689K sold.

Van Hulzen Asset Management first reported a position in CMLP in Q4 2013 and held it in 4 quarters. The position peaked at $716K in Q2 2014. 131 funds tracked by Wall St. Rank hold CMLP as of Q4 2014.

  • Van Hulzen Asset Management reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q4 2014 after selling out during the quarter.
  • Van Hulzen Asset Management sold 30,400 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q4 2014, an estimated $689K.
  • Van Hulzen Asset Management first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q4 2013 and held it in 4 quarters.
  • Van Hulzen Asset Management's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $716K in Q2 2014.
  • 131 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q4 2014.

Based on Van Hulzen Asset Management's 13F filing for Q4 2014, filed 11 Feb 2015.