Vishria Bird Financial Group’s Cheniere Energy CQP Stock Holding History

Vishria Bird Financial Group’s Portfolio CQP Stock Details CQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,300	Closed	-$251K	–	43
2019 Q4	$251K	Hold	6,300	–	–	0.24%	37
2019 Q3	$287K	Hold	6,300	–	–	0.33%	35
2019 Q2	$266K	Hold	6,300	–	–	0.27%	42
2019 Q1	$264K	Hold	6,300	–	–	0.27%	42
2018 Q4	$227K	Hold	6,300	–	–	0.25%	44
2018 Q3	$249K	Hold	6,300	–	–	0.21%	43
2018 Q2	$226K	Buy	+6,300	New	+$207K	0.21%	44

Other funds holding CQP

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vishria Bird Financial Group's CQP Position: Q1 2020 in Review

Vishria Bird Financial Group sold out of Cheniere Energy (CQP) in Q1 2020, closing a stake of 6,300 shares — an estimated $251K sold.

Vishria Bird Financial Group first reported a position in CQP in Q2 2018 and held it in 7 quarters. The position peaked at $287K in Q3 2019. 136 funds tracked by Wall St. Rank hold CQP as of Q1 2020.

Vishria Bird Financial Group reported no remaining Cheniere Energy position as of Q1 2020 after selling out during the quarter.
Vishria Bird Financial Group sold 6,300 Cheniere Energy shares in Q1 2020, an estimated $251K.
Vishria Bird Financial Group first reported a position in Cheniere Energy in Q2 2018 and held it in 7 quarters.
Vishria Bird Financial Group's Cheniere Energy position peaked at $287K in Q3 2019.
136 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2020.

Based on Vishria Bird Financial Group's 13F filing for Q1 2020, filed 13 Apr 2020.