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 $726M AUM 22.35% 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 $75B AUM 31.89% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return