WP
MEMP

WealthPLAN Partners’s Memorial Production Partners LP Common Units MEMP Stock Holding History

WealthPLAN Partners’s Portfolio MEMP Stock Details MEMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-80
Closed -$152 – 1174
2016
Q2 		$152 Buy
+80
New +$175 ﹤0.01% 2417
2015
Q4 		$211 Buy
+80
New +$341 ﹤0.01% 1615

Other funds holding MEMP

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $1.06B AUM 4.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's MEMP Position: Q3 2016 in Review

WealthPLAN Partners sold out of Memorial Production Partners LP Common Units (MEMP) in Q3 2016, closing a stake of 80 shares — an estimated $152 sold.

WealthPLAN Partners first reported a position in MEMP in Q4 2015 and held it in 2 quarters. The position peaked at $211 in Q4 2015. 67 funds tracked by Wall St. Rank hold MEMP as of Q3 2016.

  • WealthPLAN Partners reported no remaining Memorial Production Partners LP Common Units position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 80 Memorial Production Partners LP Common Units shares in Q3 2016, an estimated $152.
  • WealthPLAN Partners first reported a position in Memorial Production Partners LP Common Units in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Memorial Production Partners LP Common Units position peaked at $211 in Q4 2015.
  • 67 funds tracked by Wall St. Rank held Memorial Production Partners LP Common Units as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.